+3,878.6%
AEHR vs INVH
+75.4%
+3,803.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +9.8% | -3.0% | +12.8% | +11.0% |
| 30D | -26.7% | -7.5% | -19.2% | -24.7% |
| 3M | -8.1% | -5.5% | -2.6% | -7.3% |
| 6M | +123.1% | +11.7% | +111.4% | +109.1% |
| YTD | +369.0% | +1.3% | +367.7% | +355.1% |
| 1Y | +256.4% | -6.1% | +262.5% | +256.1% |
| 3Y | +96.4% | -9.8% | +106.1% | +96.9% |
| 5Y | +836.6% | -19.7% | +856.3% | +883.3% |
| All | +3,878.6% | +75.4% | +3,803.2% | +3,491.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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