+1,560.4%
AEHR vs ITOT
+879.4%
+680.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | +23.0% | -2.0% | +25.0% | +25.9% |
| 30D | -19.9% | -2.0% | -18.0% | -18.1% |
| 3M | +0.5% | +4.5% | -4.0% | -2.6% |
| 6M | +123.6% | +12.6% | +110.9% | +105.4% |
| YTD | +364.6% | +12.0% | +352.6% | +336.2% |
| 1Y | +255.3% | +17.3% | +238.1% | +222.3% |
| 3Y | +89.7% | +75.2% | +14.5% | +21.2% |
| 5Y | +827.9% | +74.0% | +753.9% | +554.7% |
| 10Y | +3,682.7% | +298.6% | +3,384.0% | +1,260.0% |
| All | +1,560.4% | +879.4% | +680.9% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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