+851.5%
DE vs AEHR
+3,845.4%
-2,993.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.4% |
| 7D | -2.6% | +9.8% | -12.3% | -3.1% |
| 30D | +9.0% | -26.7% | +35.8% | +10.7% |
| 3M | +19.1% | -8.1% | +27.2% | +17.9% |
| 6M | +14.4% | +123.1% | -108.7% | +5.9% |
| YTD | +45.9% | +369.0% | -323.1% | +27.9% |
| 1Y | +43.6% | +256.4% | -212.8% | +27.0% |
| 3Y | +75.9% | +96.4% | -20.5% | +52.9% |
| 5Y | +98.8% | +836.6% | -737.8% | +51.9% |
| All | +851.5% | +3,845.4% | -2,993.9% | +517.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling