+186.2%
AEHR vs THC
+267.4%
-81.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.9% | +9.5% | +10.1% |
| 7D | +8.1% | +0.2% | +7.9% | +8.2% |
| 30D | -15.9% | +9.0% | -24.9% | -18.5% |
| 3M | -43.9% | +12.9% | -56.8% | -46.4% |
| 6M | -37.1% | +52.8% | -89.9% | -48.3% |
| YTD | +225.8% | +47.4% | +178.4% | +173.0% |
| 1Y | +184.0% | +47.7% | +136.3% | +137.2% |
| 3Y | +168.5% | +444.7% | -276.2% | +13.7% |
| 5Y | +186.2% | +269.3% | -83.0% | +44.6% |
| All | +186.2% | +267.4% | -81.1% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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