+228.1%
AEHR vs IVZ
+56.4%
+171.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.1% | +12.0% | +11.7% |
| 7D | +6.7% | +0.6% | +6.1% | +5.7% |
| 30D | -12.7% | +4.0% | -16.7% | -17.4% |
| 3M | -26.0% | +18.2% | -44.2% | -38.0% |
| 6M | +102.2% | +32.8% | +69.4% | +47.9% |
| YTD | +327.2% | +28.7% | +298.5% | +202.8% |
| 1Y | +228.1% | +55.4% | +172.7% | +92.2% |
| All | +228.1% | +56.4% | +171.7% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling