+3,875.0%
AEHR vs ESI
+310.7%
+3,564.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | +1.5% |
| 7D | +23.0% | -2.3% | +25.3% | +25.3% |
| 30D | -19.9% | -9.0% | -10.9% | -13.3% |
| 3M | +0.5% | -13.3% | +13.8% | +16.0% |
| 6M | +123.6% | +5.3% | +118.3% | +133.5% |
| YTD | +364.6% | +37.6% | +327.0% | +312.1% |
| 1Y | +255.3% | +33.6% | +221.7% | +226.0% |
| 3Y | +89.7% | +75.8% | +13.9% | +51.5% |
| 5Y | +827.9% | +68.6% | +759.3% | +690.9% |
| All | +3,875.0% | +310.7% | +3,564.3% | +2,602.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling