+1,929.6%
AEHR vs OVV
+162.8%
+1,766.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.7% | +14.8% | +13.5% |
| 7D | +6.7% | +0.3% | +6.5% | +6.6% |
| 30D | -12.7% | +11.7% | -24.4% | -15.0% |
| 3M | -26.0% | +9.8% | -35.8% | -28.0% |
| 6M | +102.2% | +26.6% | +75.6% | +88.4% |
| YTD | +327.2% | +67.0% | +260.2% | +272.9% |
| 1Y | +228.1% | +55.9% | +172.2% | +190.6% |
| 3Y | +67.0% | +45.5% | +21.5% | +49.1% |
| 5Y | +928.1% | +157.3% | +770.8% | +709.1% |
| 10Y | +3,269.5% | +65.0% | +3,204.5% | +2,144.0% |
| All | +1,929.6% | +162.8% | +1,766.9% | +865.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 all: compounded portfolio wealth divided by compounded OVV 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…
all analysis · Full analysis span regression · 6 months rolling