+30.4%
BIL vs AEHR
+1,400.7%
-1,370.3%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.3% | -5.2% | 0.0% |
| 7D | +0.1% | +18.5% | -18.5% | +0.1% |
| 30D | +0.3% | -11.9% | +12.2% | +0.3% |
| 3M | +0.9% | -5.0% | +5.9% | +0.9% |
| 6M | +1.8% | +155.0% | -153.1% | +1.9% |
| YTD | +2.5% | +349.7% | -347.2% | +2.5% |
| 1Y | +3.7% | +260.4% | -256.7% | +3.8% |
| 3Y | +14.1% | +83.6% | -69.5% | +14.2% |
| 5Y | +19.4% | +917.8% | -898.4% | +19.6% |
| 10Y | +25.3% | +3,517.1% | -3,491.9% | +25.6% |
| All | +30.4% | +1,400.7% | -1,370.3% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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