+3,912.3%
AEHR vs DOV
+300.2%
+3,612.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.2% |
| 7D | +9.8% | -2.0% | +11.8% | +11.6% |
| 30D | -26.7% | -8.9% | -17.8% | -20.3% |
| 3M | -8.1% | -13.3% | +5.2% | +4.9% |
| 6M | +123.1% | -9.7% | +132.7% | +151.5% |
| YTD | +369.0% | -2.5% | +371.4% | +401.2% |
| 1Y | +256.4% | +7.2% | +249.1% | +254.3% |
| 3Y | +96.4% | +39.4% | +57.0% | +70.0% |
| 5Y | +836.6% | +15.8% | +820.8% | +811.8% |
| All | +3,912.3% | +300.2% | +3,612.1% | +2,691.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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