+113.1%
AEHR vs DOCU
+91.1%
+22.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.2% | -2.0% | -17.2% | -19.0% |
| 7D | -19.7% | -3.2% | -16.5% | -19.4% |
| 30D | -46.6% | +15.7% | -62.3% | -47.7% |
| 3M | -50.2% | +37.3% | -87.5% | -52.8% |
| 6M | -46.1% | +63.1% | -109.2% | -51.5% |
| YTD | +143.5% | +15.4% | +128.1% | +142.7% |
| 1Y | +91.1% | +11.3% | +79.7% | +93.5% |
| All | +113.1% | +91.1% | +22.0% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling