+547.9%
AEHR vs DTE
+1,759.6%
-1,211.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.1% | +5.5% |
| 7D | +19.1% | 0.0% | +19.1% | +19.0% |
| 30D | -10.0% | -0.5% | -9.5% | -9.8% |
| 3M | +1.3% | -6.0% | +7.4% | +2.6% |
| 6M | +133.8% | -7.2% | +141.0% | +137.5% |
| YTD | +373.3% | +7.2% | +366.1% | +358.8% |
| 1Y | +256.2% | +4.1% | +252.1% | +248.9% |
| 3Y | +93.2% | +46.9% | +46.4% | +67.9% |
| 5Y | +793.1% | +32.9% | +760.2% | +688.8% |
| 10Y | +3,753.2% | +144.5% | +3,608.7% | +2,548.3% |
| All | +547.9% | +1,759.6% | -1,211.8% | +145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling