+346.0%
FITB vs AEHR
+515.5%
-169.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -5.9% | -1.0% |
| 7D | +2.8% | +18.5% | -15.7% | +1.6% |
| 30D | -4.5% | -11.9% | +7.4% | -4.1% |
| 3M | +5.7% | -5.0% | +10.7% | +4.2% |
| 6M | +17.1% | +155.0% | -137.8% | +6.3% |
| YTD | +18.3% | +349.7% | -331.3% | +2.3% |
| 1Y | +23.9% | +260.4% | -236.5% | +8.0% |
| 3Y | +131.1% | +83.6% | +47.5% | +99.9% |
| 5Y | +71.1% | +917.8% | -846.7% | +25.8% |
| 10Y | +283.9% | +3,517.1% | -3,233.3% | +135.3% |
| All | +346.0% | +515.5% | -169.5% | +122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling