-5.7%
DT vs AEHR
+147.2%
-153.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.6% | +6.0% | -0.9% |
| 7D | -25.5% | -5.7% | -19.8% | -25.1% |
| 30D | -22.3% | -41.7% | +19.4% | -23.6% |
| 3M | +2.3% | -44.6% | +47.0% | +0.9% |
| 6M | +20.7% | -28.9% | +49.7% | +20.3% |
| YTD | +7.9% | +201.3% | -193.4% | +4.8% |
| 1Y | -5.7% | +145.3% | -151.1% | -8.4% |
| All | -5.7% | +147.2% | -153.0% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling