+484.8%
AEHR vs ED
+1,172.3%
-687.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.3% | +14.4% | +13.1% |
| 7D | +6.7% | -0.2% | +6.9% | +6.7% |
| 30D | -12.7% | -0.1% | -12.5% | -12.7% |
| 3M | -26.0% | +3.9% | -29.9% | -26.3% |
| 6M | +102.2% | -3.0% | +105.2% | +102.0% |
| YTD | +327.2% | +10.7% | +316.6% | +322.5% |
| 1Y | +228.1% | +13.3% | +214.8% | +223.5% |
| 3Y | +67.0% | +34.5% | +32.5% | +59.1% |
| 5Y | +928.1% | +67.1% | +861.0% | +835.6% |
| 10Y | +3,269.5% | +103.0% | +3,166.5% | +2,774.0% |
| All | +484.8% | +1,172.3% | -687.5% | +277.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling