+141.6%
FITB vs AEHR
+136.3%
+5.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.7% | +7.8% | +1.6% |
| 7D | +2.8% | +6.4% | -3.6% | +2.2% |
| 30D | +9.8% | -20.3% | +30.1% | +10.8% |
| 3M | -5.2% | -53.8% | +48.6% | -0.9% |
| 6M | +17.3% | -44.8% | +62.1% | +18.3% |
| YTD | +19.3% | +182.2% | -162.9% | +0.9% |
| 1Y | +32.7% | +174.7% | -142.0% | +12.4% |
| 3Y | +141.6% | +143.5% | -1.9% | +103.4% |
| All | +141.6% | +136.3% | +5.3% | +103.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling