+827.9%
AEHR vs EIX
+22.7%
+805.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.4% |
| 7D | +23.0% | +0.8% | +22.2% | +22.6% |
| 30D | -19.9% | -18.8% | -1.1% | -15.0% |
| 3M | +0.5% | -19.7% | +20.2% | +5.7% |
| 6M | +123.6% | -18.2% | +141.8% | +134.7% |
| YTD | +364.6% | -1.7% | +366.4% | +348.5% |
| 1Y | +255.3% | +7.8% | +247.6% | +229.0% |
| 3Y | +89.7% | -5.6% | +95.3% | +78.0% |
| 5Y | +827.9% | +23.7% | +804.2% | +577.2% |
| All | +827.9% | +22.7% | +805.2% | +577.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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