+1,110.0%
DIA vs AEHR
+1,252.7%
-142.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | 0.0% | +0.9% |
| 7D | -1.6% | +9.8% | -11.3% | -1.9% |
| 30D | -2.0% | -26.7% | +24.7% | -1.1% |
| 3M | +3.6% | -8.1% | +11.7% | +2.9% |
| 6M | +11.5% | +123.1% | -111.6% | +6.1% |
| YTD | +10.4% | +369.0% | -358.6% | +1.5% |
| 1Y | +15.6% | +256.4% | -240.8% | +6.9% |
| 3Y | +58.9% | +96.4% | -37.5% | +45.6% |
| 5Y | +65.3% | +836.6% | -771.3% | +38.7% |
| 10Y | +252.2% | +3,718.1% | -3,466.0% | +164.9% |
| All | +1,110.0% | +1,252.7% | -142.7% | +685.2% |
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