+484.8%
AEHR vs EIX
+474.5%
+10.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.8% | +12.3% | +12.9% |
| 7D | +6.7% | -19.1% | +25.8% | +11.4% |
| 30D | -12.7% | -16.9% | +4.2% | -9.6% |
| 3M | -26.0% | -20.0% | -6.0% | -23.2% |
| 6M | +102.2% | -21.3% | +123.5% | +111.8% |
| YTD | +327.2% | -1.7% | +329.0% | +321.9% |
| 1Y | +228.1% | +9.6% | +218.5% | +215.2% |
| 3Y | +67.0% | -3.7% | +70.7% | +63.9% |
| 5Y | +928.1% | +22.6% | +905.5% | +843.1% |
| 10Y | +3,269.5% | +17.7% | +3,251.8% | +2,895.1% |
| All | +484.8% | +474.5% | +10.3% | +230.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling