+96.4%
AEHR vs NTRS
+168.2%
-71.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.1% | -0.3% |
| 7D | +9.8% | +1.4% | +8.4% | +8.0% |
| 30D | -26.7% | -0.7% | -26.1% | -26.1% |
| 3M | -8.1% | +11.3% | -19.4% | -17.3% |
| 6M | +123.1% | +35.5% | +87.5% | +67.1% |
| YTD | +369.0% | +40.6% | +328.4% | +243.5% |
| 1Y | +256.4% | +49.2% | +207.2% | +150.1% |
| 3Y | +96.4% | +167.2% | -70.9% | -16.1% |
| All | +96.4% | +168.2% | -71.8% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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