+21.7%
ELV vs AEHR
+817.5%
-795.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +5.5% |
| 7D | +2.8% | +9.8% | -7.0% | +2.8% |
| 30D | +4.9% | -26.7% | +31.6% | +4.9% |
| 3M | +4.9% | -8.1% | +13.0% | +4.9% |
| 6M | +45.1% | +123.1% | -78.0% | +43.4% |
| YTD | +20.7% | +369.0% | -348.3% | +17.9% |
| 1Y | +35.0% | +256.4% | -221.3% | +32.2% |
| 3Y | -2.4% | +96.4% | -98.8% | -3.4% |
| All | +21.7% | +817.5% | -795.9% | +13.2% |
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 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