+712.1%
AEHR vs DTE
+30.3%
+681.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.2% |
| 7D | +9.8% | -2.6% | +12.3% | +10.3% |
| 30D | -26.7% | -4.4% | -22.3% | -26.1% |
| 3M | -8.1% | -8.3% | +0.2% | -7.4% |
| 6M | +123.1% | -8.1% | +131.1% | +124.6% |
| YTD | +369.0% | +4.4% | +364.6% | +356.1% |
| 1Y | +256.4% | +0.2% | +256.2% | +250.7% |
| 3Y | +96.4% | +42.6% | +53.8% | +74.9% |
| All | +712.1% | +30.3% | +681.8% | +630.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 5y: compounded portfolio wealth divided by compounded DTE 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…
5y analysis · Full analysis span regression · 6 months rolling