+793.1%
AEHR vs THC
+258.2%
+534.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.9% | +1.4% | +4.0% |
| 7D | +19.1% | +4.1% | +15.0% | +17.5% |
| 30D | -10.0% | +3.5% | -13.5% | -11.3% |
| 3M | +1.3% | +61.7% | -60.4% | -17.9% |
| 6M | +133.8% | +11.8% | +121.9% | +118.8% |
| YTD | +373.3% | +35.4% | +337.9% | +311.1% |
| 1Y | +256.2% | +37.0% | +219.2% | +205.7% |
| 3Y | +93.2% | +260.1% | -166.8% | +1.5% |
| 5Y | +793.1% | +262.6% | +530.5% | +416.1% |
| All | +793.1% | +258.2% | +534.8% | +416.1% |
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