+793.1%
AEHR vs ESI
+74.4%
+718.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.2% | +6.4% | +6.7% |
| 7D | +19.1% | +3.9% | +15.2% | +13.6% |
| 30D | -10.0% | -3.8% | -6.2% | -4.1% |
| 3M | +1.3% | -13.1% | +14.5% | +25.8% |
| 6M | +133.8% | +11.3% | +122.4% | +123.9% |
| YTD | +373.3% | +44.1% | +329.2% | +236.5% |
| 1Y | +256.2% | +40.3% | +215.8% | +165.8% |
| 3Y | +93.2% | +84.1% | +9.2% | -0.1% |
| 5Y | +793.1% | +75.8% | +717.3% | +453.4% |
| All | +793.1% | +74.4% | +718.6% | +453.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling