+547.9%
AEHR vs INCY
+696.9%
-149.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.3% | +4.0% | +5.1% |
| 7D | +19.1% | -2.2% | +21.3% | +19.3% |
| 30D | -10.0% | +3.7% | -13.7% | -10.4% |
| 3M | +1.3% | +22.1% | -20.7% | -1.0% |
| 6M | +133.8% | +29.8% | +104.0% | +127.1% |
| YTD | +373.3% | +27.6% | +345.7% | +360.6% |
| 1Y | +256.2% | +47.2% | +209.0% | +241.6% |
| 3Y | +93.2% | +97.0% | -3.7% | +79.6% |
| 5Y | +793.1% | +73.4% | +719.7% | +740.0% |
| 10Y | +3,753.2% | +59.2% | +3,694.0% | +3,449.6% |
| All | +547.9% | +696.9% | -149.0% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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