+515.5%
AEHR vs DOV
+1,282.2%
-766.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.0% | +4.3% | +4.7% |
| 7D | +18.5% | +2.5% | +16.0% | +17.0% |
| 30D | -11.9% | -7.5% | -4.4% | -8.0% |
| 3M | -5.0% | -9.7% | +4.7% | +1.2% |
| 6M | +155.0% | -6.1% | +161.0% | +170.3% |
| YTD | +349.7% | +0.5% | +349.2% | +362.6% |
| 1Y | +260.4% | +10.5% | +249.9% | +253.9% |
| 3Y | +83.6% | +41.7% | +41.9% | +66.1% |
| 5Y | +917.8% | +18.4% | +899.4% | +921.6% |
| 10Y | +3,517.1% | +289.8% | +3,227.4% | +2,040.2% |
| All | +515.5% | +1,282.2% | -766.7% | +103.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling