+11,108.6%
AEHR vs XYL
+466.0%
+10,642.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.0% | +2.3% | +3.5% |
| 7D | +18.5% | +1.8% | +16.7% | +17.1% |
| 30D | -11.9% | -9.2% | -2.7% | -6.8% |
| 3M | -5.0% | -0.3% | -4.7% | -6.4% |
| 6M | +155.0% | -11.0% | +165.9% | +172.8% |
| YTD | +349.7% | -19.2% | +368.9% | +407.3% |
| 1Y | +260.4% | -21.2% | +281.6% | +315.6% |
| 3Y | +83.6% | +18.6% | +65.0% | +73.3% |
| 5Y | +917.8% | -14.3% | +932.1% | +998.0% |
| 10Y | +3,517.1% | +141.0% | +3,376.1% | +2,622.6% |
| All | +11,108.6% | +466.0% | +10,642.7% | +6,287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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