+793.1%
AEHR vs ED
+66.4%
+726.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +6.0% | +4.7% |
| 7D | +19.1% | -0.2% | +19.3% | +19.1% |
| 30D | -10.0% | +1.9% | -12.0% | -8.7% |
| 3M | +1.3% | +1.9% | -0.5% | +4.1% |
| 6M | +133.8% | -2.3% | +136.0% | +136.2% |
| YTD | +373.3% | +10.9% | +362.4% | +412.3% |
| 1Y | +256.2% | +14.5% | +241.7% | +294.0% |
| 3Y | +93.2% | +33.4% | +59.9% | +120.5% |
| 5Y | +793.1% | +67.3% | +725.8% | +1,095.0% |
| All | +793.1% | +66.4% | +726.7% | +1,095.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling