+127.0%
AEHR vs EIX
+18.4%
+108.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.8% |
| 7D | +6.4% | +1.4% | +5.0% | +5.9% |
| 30D | -20.3% | +8.5% | -28.8% | -22.8% |
| 3M | -53.8% | -13.5% | -40.3% | -52.1% |
| 6M | -44.8% | -12.4% | -32.5% | -44.0% |
| YTD | +182.2% | +5.9% | +176.3% | +164.6% |
| 1Y | +174.7% | +7.6% | +167.1% | +155.7% |
| 3Y | +143.5% | +12.8% | +130.7% | +112.8% |
| All | +127.0% | +18.4% | +108.6% | +78.6% |
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