+146.2%
AEHR vs HTZ
-94.3%
+240.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -6.1% | -1.1% | -5.5% |
| 7D | +24.2% | -14.0% | +38.1% | +29.1% |
| 30D | -21.2% | -19.8% | -1.5% | -16.3% |
| 3M | -52.8% | -45.0% | -7.8% | -45.3% |
| 6M | -36.9% | -73.2% | +36.3% | -15.1% |
| YTD | +202.3% | -70.0% | +272.4% | +291.2% |
| 1Y | +162.9% | -75.7% | +238.6% | +258.0% |
| 3Y | +149.1% | -82.1% | +231.2% | +230.4% |
| 5Y | +146.2% | -94.3% | +240.5% | +506.4% |
| All | +146.2% | -94.3% | +240.5% | +506.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling