+712.1%
AEHR vs NVS
+92.9%
+619.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +9.8% | -14.3% | +24.0% | +12.2% |
| 30D | -26.7% | -10.0% | -16.8% | -26.2% |
| 3M | -8.1% | -10.9% | +2.8% | -7.8% |
| 6M | +123.1% | -12.0% | +135.0% | +124.5% |
| YTD | +369.0% | +2.5% | +366.5% | +353.5% |
| 1Y | +256.4% | +10.7% | +245.7% | +237.9% |
| 3Y | +96.4% | +53.3% | +43.1% | +70.5% |
| All | +712.1% | +92.9% | +619.2% | +555.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 5y: compounded portfolio wealth divided by compounded NVS 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…
5y analysis · Full analysis span regression · 6 months rolling