+1,573.6%
AEHR vs TRI
+507.2%
+1,066.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.1% | +5.8% |
| 7D | +19.1% | -8.4% | +27.5% | +21.4% |
| 30D | -10.0% | -6.5% | -3.6% | -9.6% |
| 3M | +1.3% | +18.6% | -17.3% | -7.9% |
| 6M | +133.8% | -10.4% | +144.2% | +128.5% |
| YTD | +373.3% | -23.7% | +397.0% | +385.6% |
| 1Y | +256.2% | -42.5% | +298.6% | +309.4% |
| 3Y | +93.2% | -19.3% | +112.5% | +89.8% |
| 5Y | +793.1% | -9.7% | +802.7% | +748.2% |
| 10Y | +3,753.2% | +194.4% | +3,558.8% | +2,263.0% |
| All | +1,573.6% | +507.2% | +1,066.4% | +553.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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