+6,204.9%
AEHR vs DG
+577.8%
+5,627.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.0% | +9.3% | +5.7% |
| 7D | +18.5% | -2.5% | +21.0% | +18.8% |
| 30D | -11.9% | +1.0% | -12.9% | -12.1% |
| 3M | -5.0% | +20.3% | -25.3% | -7.7% |
| 6M | +155.0% | -11.7% | +166.7% | +158.1% |
| YTD | +349.7% | -2.3% | +352.0% | +348.4% |
| 1Y | +260.4% | +20.0% | +240.4% | +248.9% |
| 3Y | +83.6% | +7.2% | +76.4% | +76.5% |
| 5Y | +917.8% | -37.9% | +955.8% | +961.9% |
| 10Y | +3,517.1% | +107.3% | +3,409.8% | +3,033.5% |
| All | +6,204.9% | +577.8% | +5,627.1% | +5,612.3% |
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