+94.5%
AEHR vs IVZ
+132.2%
-37.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | +23.0% | -2.4% | +25.4% | +25.9% |
| 30D | -19.9% | +2.5% | -22.4% | -22.3% |
| 3M | +0.5% | +17.1% | -16.5% | -11.9% |
| 6M | +123.6% | +35.1% | +88.4% | +72.1% |
| YTD | +364.6% | +24.3% | +340.3% | +281.8% |
| 1Y | +255.3% | +48.7% | +206.7% | +149.4% |
| All | +94.5% | +132.2% | -37.6% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling