+145.3%
AEHR vs ED
+27.1%
+118.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.0% | -9.5% | +0.7% |
| 7D | -5.7% | +5.4% | -11.1% | +8.2% |
| 30D | -41.7% | +16.4% | -58.1% | -14.9% |
| 3M | -44.6% | +11.9% | -56.5% | -26.0% |
| 6M | -28.9% | +11.6% | -40.5% | -1.4% |
| YTD | +201.3% | +24.1% | +177.2% | +384.1% |
| 1Y | +145.3% | +26.9% | +118.4% | +310.0% |
| All | +145.3% | +27.1% | +118.2% | +310.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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