+181.1%
AEHR vs HTZ
-80.7%
+261.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +9.3% | +1.1% | +8.6% |
| 7D | +8.1% | -27.4% | +35.6% | +15.3% |
| 30D | -15.9% | -11.4% | -4.5% | -13.7% |
| 3M | -43.9% | -33.1% | -10.8% | -40.0% |
| 6M | -37.1% | -73.5% | +36.4% | -23.1% |
| YTD | +225.8% | -68.1% | +293.9% | +285.4% |
| 1Y | +184.0% | -74.3% | +258.3% | +245.2% |
| All | +181.1% | -80.7% | +261.8% | +297.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling