+286.3%
AEHR vs EL
+1,140.7%
-854.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -7.0% |
| 7D | +6.4% | +1.5% | +4.8% | +5.9% |
| 30D | -20.3% | +10.0% | -30.3% | -22.7% |
| 3M | -53.8% | +28.4% | -82.2% | -58.1% |
| 6M | -44.8% | +37.1% | -81.9% | -51.4% |
| YTD | +182.2% | +7.8% | +174.4% | +165.3% |
| 1Y | +174.7% | +26.0% | +148.7% | +145.5% |
| 3Y | +143.5% | +3.8% | +139.7% | +123.8% |
| 5Y | +129.9% | -65.2% | +195.0% | +187.6% |
| 10Y | +1,786.8% | +62.1% | +1,724.6% | +1,543.1% |
| All | +286.3% | +1,140.7% | -854.4% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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