+3,875.0%
AEHR vs ED
+109.0%
+3,766.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -2.0% |
| 7D | +23.0% | -1.9% | +24.9% | +22.5% |
| 30D | -19.9% | +0.1% | -20.0% | -19.9% |
| 3M | +0.5% | 0.0% | +0.5% | +1.0% |
| 6M | +123.6% | -2.5% | +126.1% | +124.2% |
| YTD | +364.6% | +10.1% | +354.5% | +374.2% |
| 1Y | +255.3% | +13.6% | +241.8% | +264.6% |
| 3Y | +89.7% | +32.4% | +57.3% | +93.6% |
| 5Y | +827.9% | +69.9% | +758.0% | +825.4% |
| All | +3,875.0% | +109.0% | +3,766.0% | +3,536.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling