+273.7%
ELV vs AEHR
+3,845.4%
-3,571.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | +3.2% | +9.8% | -6.6% | +3.0% |
| 30D | +5.4% | -26.7% | +32.1% | +5.8% |
| 3M | +5.4% | -8.1% | +13.4% | +5.0% |
| 6M | +45.7% | +123.1% | -77.4% | +41.5% |
| YTD | +21.2% | +369.0% | -347.8% | +15.0% |
| 1Y | +35.6% | +256.4% | -220.8% | +29.2% |
| 3Y | -2.0% | +96.4% | -98.4% | -6.5% |
| 5Y | +26.0% | +836.6% | -810.6% | +9.9% |
| All | +273.7% | +3,845.4% | -3,571.7% | +181.5% |
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