+3,856.9%
AEHR vs DG
+614.5%
+3,242.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.3% | -6.6% |
| 7D | +6.4% | +0.3% | +6.1% | +6.4% |
| 30D | -20.3% | +3.2% | -23.5% | -20.8% |
| 3M | -53.8% | +10.4% | -64.2% | -54.5% |
| 6M | -44.8% | +33.2% | -78.0% | -47.4% |
| YTD | +182.2% | +3.0% | +179.2% | +178.7% |
| 1Y | +174.7% | +31.2% | +143.5% | +162.2% |
| 3Y | +143.5% | +21.8% | +121.7% | +129.3% |
| 5Y | +129.9% | -35.0% | +164.8% | +137.6% |
| 10Y | +1,786.8% | +106.0% | +1,680.7% | +1,529.5% |
| All | +3,856.9% | +614.5% | +3,242.4% | +3,450.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling