+96.4%
AEHR vs DVA
+89.6%
+6.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +9.8% | -1.3% | +11.1% | +10.0% |
| 30D | -26.7% | 0.0% | -26.8% | -26.8% |
| 3M | -8.1% | -10.9% | +2.8% | -6.9% |
| 6M | +123.1% | +17.3% | +105.8% | +110.3% |
| YTD | +369.0% | +59.8% | +309.2% | +301.9% |
| 1Y | +256.4% | +36.3% | +220.1% | +219.9% |
| 3Y | +96.4% | +88.6% | +7.8% | +63.8% |
| All | +96.4% | +89.6% | +6.7% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling