-41.5%
DIS vs AEHR
+889.0%
-930.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.3% | -5.5% | -0.6% |
| 7D | -1.1% | +18.5% | -19.6% | -2.3% |
| 30D | +0.1% | -11.9% | +12.1% | +0.4% |
| 3M | +7.1% | -5.0% | +12.1% | +5.2% |
| 6M | +4.3% | +155.0% | -150.7% | -7.3% |
| YTD | -6.9% | +349.7% | -356.6% | -22.3% |
| 1Y | -10.3% | +260.4% | -270.7% | -24.5% |
| 3Y | +32.8% | +83.6% | -50.8% | +11.2% |
| 5Y | -41.5% | +917.8% | -959.3% | -61.9% |
| All | -41.5% | +889.0% | -930.5% | -61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling