+94.5%
AEHR vs TD
+125.8%
-31.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -3.1% |
| 7D | +23.0% | -2.6% | +25.6% | +27.4% |
| 30D | -19.9% | -1.0% | -18.9% | -18.3% |
| 3M | +0.5% | +5.6% | -5.1% | -5.6% |
| 6M | +123.6% | +27.1% | +96.5% | +66.3% |
| YTD | +364.6% | +29.4% | +335.2% | +240.5% |
| 1Y | +255.3% | +60.7% | +194.7% | +105.2% |
| All | +94.5% | +125.8% | -31.2% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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