+712.1%
AEHR vs TD
+125.7%
+586.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | 0.0% |
| 7D | +9.8% | -0.5% | +10.3% | +10.4% |
| 30D | -26.7% | -1.9% | -24.8% | -24.5% |
| 3M | -8.1% | +4.8% | -12.8% | -12.5% |
| 6M | +123.1% | +28.0% | +95.1% | +67.4% |
| YTD | +369.0% | +30.3% | +338.7% | +246.4% |
| 1Y | +256.4% | +59.8% | +196.6% | +106.9% |
| 3Y | +96.4% | +124.7% | -28.3% | -24.7% |
| All | +712.1% | +125.7% | +586.4% | +242.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling