+228.1%
AEHR vs NLY
+20.9%
+207.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.1% | +13.2% | +13.2% |
| 7D | +6.7% | -1.0% | +7.7% | +8.0% |
| 30D | -12.7% | +0.6% | -13.3% | -13.7% |
| 3M | -26.0% | +10.8% | -36.8% | -36.6% |
| 6M | +102.2% | +6.2% | +96.0% | +81.6% |
| YTD | +327.2% | +9.0% | +318.2% | +279.7% |
| 1Y | +228.1% | +19.3% | +208.8% | +186.2% |
| All | +228.1% | +20.9% | +207.2% | +186.2% |
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