+2,640.8%
AEHR vs DOCU
+110.9%
+2,529.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.2% | +7.2% | +9.4% |
| 7D | +8.1% | -0.4% | +8.6% | +8.4% |
| 30D | -15.9% | +12.9% | -28.8% | -19.3% |
| 3M | -43.9% | +35.1% | -78.9% | -50.0% |
| 6M | -37.1% | +76.2% | -113.3% | -50.1% |
| YTD | +225.8% | +17.2% | +208.6% | +189.7% |
| 1Y | +184.0% | +16.4% | +167.6% | +153.5% |
| 3Y | +168.5% | +95.6% | +72.9% | +88.1% |
| 5Y | +186.2% | -68.5% | +254.8% | +212.0% |
| All | +2,640.8% | +110.9% | +2,529.9% | +1,913.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling