+484.8%
AEHR vs THC
+260.0%
+224.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.6% | +12.5% | +13.0% |
| 7D | +6.7% | -0.7% | +7.4% | +6.8% |
| 30D | -12.7% | +1.3% | -13.9% | -13.0% |
| 3M | -26.0% | +64.2% | -90.3% | -33.0% |
| 6M | +102.2% | +8.3% | +93.9% | +96.5% |
| YTD | +327.2% | +33.4% | +293.9% | +301.2% |
| 1Y | +228.1% | +37.7% | +190.4% | +205.8% |
| 3Y | +67.0% | +236.8% | -169.7% | +31.8% |
| 5Y | +928.1% | +249.3% | +678.9% | +696.3% |
| 10Y | +3,269.5% | +995.2% | +2,274.3% | +1,889.7% |
| All | +484.8% | +260.0% | +224.8% | +218.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling