-3.7%
FISV vs AEHR
+147.2%
-150.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.6% | +12.8% | +6.1% |
| 7D | +29.6% | -5.7% | +35.4% | +29.0% |
| 30D | +34.5% | -41.7% | +76.2% | +32.1% |
| 3M | +11.2% | -44.6% | +55.9% | +9.4% |
| 6M | -1.2% | -28.9% | +27.7% | -2.7% |
| YTD | -7.6% | +201.3% | -209.0% | -18.1% |
| 1Y | -3.7% | +145.3% | -149.0% | -12.1% |
| All | -3.7% | +147.2% | -150.9% | -12.1% |
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