+228.1%
AEHR vs EQH
+2.5%
+225.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.1% | +14.2% | +13.9% |
| 7D | +6.7% | +5.5% | +1.2% | +2.3% |
| 30D | -12.7% | +3.2% | -15.9% | -15.4% |
| 3M | -26.0% | +32.5% | -58.6% | -41.8% |
| 6M | +102.2% | +33.7% | +68.5% | +54.4% |
| YTD | +327.2% | +13.4% | +313.8% | +251.3% |
| 1Y | +228.1% | +0.6% | +227.5% | +154.9% |
| All | +228.1% | +2.5% | +225.7% | +154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling