-25.7%
GIS vs AEHR
+817.5%
-843.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -6.4% | +9.8% | -16.1% | -6.2% |
| 30D | -6.1% | -26.7% | +20.6% | -6.5% |
| 3M | +7.8% | -8.1% | +15.9% | +8.2% |
| 6M | -8.8% | +123.1% | -131.9% | -7.7% |
| YTD | -19.1% | +369.0% | -388.1% | -17.6% |
| 1Y | -24.8% | +256.4% | -281.1% | -23.4% |
| 3Y | -37.6% | +96.4% | -133.9% | -36.7% |
| All | -25.7% | +817.5% | -843.2% | -23.3% |
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