+228.1%
AEHR vs DVA
+35.1%
+193.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +13.0% |
| 7D | +6.7% | +1.8% | +4.9% | +6.6% |
| 30D | -12.7% | -2.5% | -10.2% | -12.5% |
| 3M | -26.0% | -4.3% | -21.8% | -26.3% |
| 6M | +102.2% | +18.9% | +83.3% | +93.1% |
| YTD | +327.2% | +61.9% | +265.3% | +283.7% |
| 1Y | +228.1% | +35.7% | +192.4% | +220.6% |
| All | +228.1% | +35.1% | +193.0% | +220.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1y: compounded portfolio wealth divided by compounded DVA 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…
1y analysis · Full analysis span regression · 6 months rolling