+3,118.7%
AEHR vs ESI
+224.6%
+2,894.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.9% | +10.2% | +11.5% |
| 7D | +6.7% | +3.3% | +3.4% | +5.0% |
| 30D | -12.7% | -5.9% | -6.8% | -9.1% |
| 3M | -26.0% | -14.1% | -11.9% | -17.3% |
| 6M | +102.2% | +6.6% | +95.6% | +109.3% |
| YTD | +327.2% | +45.0% | +282.2% | +285.9% |
| 1Y | +228.1% | +41.5% | +186.7% | +203.0% |
| 3Y | +67.0% | +78.8% | -11.7% | +43.5% |
| 5Y | +928.1% | +70.9% | +857.2% | +822.5% |
| 10Y | +3,269.5% | +317.1% | +2,952.5% | +2,247.5% |
| All | +3,118.7% | +224.6% | +2,894.0% | +2,217.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling