+4,782.6%
DELL vs AEHR
+5,455.8%
-673.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -5.0% | -0.3% |
| 7D | +8.7% | +19.1% | -10.3% | +6.7% |
| 30D | +16.9% | -10.0% | +26.9% | +17.6% |
| 3M | +40.4% | +1.3% | +39.1% | +37.8% |
| 6M | +267.1% | +133.8% | +133.3% | +227.7% |
| YTD | +329.1% | +373.3% | -44.2% | +254.5% |
| 1Y | +346.9% | +256.2% | +90.8% | +275.6% |
| 3Y | +696.6% | +93.2% | +603.4% | +552.3% |
| 5Y | +1,106.2% | +793.1% | +313.1% | +739.6% |
| 10Y | +4,177.7% | +3,753.2% | +424.5% | +2,440.0% |
| All | +4,782.6% | +5,455.8% | -673.2% | +2,864.7% |
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