+1,831.5%
AEHR vs ESI
+318.1%
+1,513.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -6.1% |
| 7D | +6.4% | +5.5% | +0.8% | +2.5% |
| 30D | -20.3% | -7.8% | -12.5% | -12.3% |
| 3M | -53.8% | -15.0% | -38.8% | -45.0% |
| 6M | -44.8% | -24.9% | -19.9% | -25.0% |
| YTD | +182.2% | +33.2% | +149.0% | +165.3% |
| 1Y | +174.7% | +24.9% | +149.8% | +170.1% |
| 3Y | +143.5% | +77.8% | +65.8% | +99.6% |
| 5Y | +129.9% | +37.1% | +92.7% | +118.5% |
| All | +1,831.5% | +318.1% | +1,513.5% | +1,217.7% |
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