+31.9%
DIS vs AEHR
+1,768.2%
-1,736.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +1.0% |
| 7D | +1.9% | +6.4% | -4.5% | +1.5% |
| 30D | +9.2% | -20.3% | +29.5% | +9.8% |
| 3M | +13.5% | -53.8% | +67.3% | +16.9% |
| 6M | +14.3% | -44.8% | +59.1% | +14.6% |
| YTD | +5.4% | +182.2% | -176.8% | -6.3% |
| 1Y | +12.2% | +174.7% | -162.6% | -0.2% |
| 3Y | +37.2% | +143.5% | -106.3% | +16.4% |
| 5Y | -23.1% | +129.9% | -153.0% | -38.4% |
| All | +31.9% | +1,768.2% | -1,736.3% | -11.7% |
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