+203.8%
DHR vs AEHR
+3,845.4%
-3,641.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -3.6% | +9.8% | -13.4% | -4.0% |
| 30D | -2.7% | -26.7% | +24.0% | -1.8% |
| 3M | +10.9% | -8.1% | +19.0% | +10.0% |
| 6M | +3.0% | +123.1% | -120.0% | -3.3% |
| YTD | -12.2% | +369.0% | -381.2% | -21.2% |
| 1Y | +3.3% | +256.4% | -253.1% | -6.5% |
| 3Y | -8.2% | +96.4% | -104.6% | -18.6% |
| 5Y | -29.9% | +836.6% | -866.5% | -42.7% |
| All | +203.8% | +3,845.4% | -3,641.6% | +124.7% |
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 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