+4,404.4%
DELL vs AEHR
+3,845.4%
+559.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.0% | +11.9% |
| 7D | +8.2% | +9.8% | -1.5% | +7.2% |
| 30D | +17.1% | -26.7% | +43.8% | +20.4% |
| 3M | +45.2% | -8.1% | +53.3% | +43.8% |
| 6M | +286.8% | +123.1% | +163.7% | +246.4% |
| YTD | +354.8% | +369.0% | -14.2% | +275.1% |
| 1Y | +358.3% | +256.4% | +101.9% | +284.3% |
| 3Y | +724.9% | +96.4% | +628.5% | +573.2% |
| 5Y | +1,193.7% | +836.6% | +357.1% | +792.9% |
| All | +4,404.4% | +3,845.4% | +559.0% | +2,510.3% |
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