+547.9%
AEHR vs DVA
+2,015.7%
-1,467.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.6% | +5.0% |
| 7D | +19.1% | +2.0% | +17.1% | +18.8% |
| 30D | -10.0% | -0.4% | -9.6% | -10.0% |
| 3M | +1.3% | -7.7% | +9.0% | +2.0% |
| 6M | +133.8% | +20.0% | +113.8% | +126.8% |
| YTD | +373.3% | +61.1% | +312.2% | +339.2% |
| 1Y | +256.2% | +33.9% | +222.3% | +238.4% |
| 3Y | +93.2% | +91.5% | +1.7% | +74.2% |
| 5Y | +793.1% | +41.8% | +751.3% | +723.7% |
| 10Y | +3,753.2% | +187.5% | +3,565.7% | +3,127.4% |
| All | +547.9% | +2,015.7% | -1,467.9% | +410.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling