+3,912.3%
AEHR vs HIG
+313.7%
+3,598.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.1% |
| 7D | +9.8% | -1.5% | +11.2% | +10.3% |
| 30D | -26.7% | -0.4% | -26.4% | -26.9% |
| 3M | -8.1% | +6.7% | -14.8% | -12.1% |
| 6M | +123.1% | +2.0% | +121.1% | +116.8% |
| YTD | +369.0% | +0.3% | +368.7% | +357.1% |
| 1Y | +256.4% | +4.2% | +252.2% | +240.3% |
| 3Y | +96.4% | +102.2% | -5.9% | +34.1% |
| 5Y | +836.6% | +118.5% | +718.1% | +524.6% |
| All | +3,912.3% | +313.7% | +3,598.6% | +2,406.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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