+145.3%
AEHR vs NLY
+2.3%
+143.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.8% | -10.4% | -9.9% |
| 7D | -5.7% | +3.5% | -9.2% | -9.2% |
| 30D | -41.7% | +3.6% | -45.3% | -44.3% |
| 3M | -44.6% | -13.6% | -31.0% | -33.0% |
| 6M | -28.9% | -9.1% | -19.8% | -20.8% |
| YTD | +201.3% | -6.1% | +207.4% | +211.2% |
| 1Y | +145.3% | +0.7% | +144.6% | +129.9% |
| All | +145.3% | +2.3% | +143.0% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NLY.
Daily Out/Under-Performance
Portfolio return minus NLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NLY 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 NLY 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