+145.9%
GLDM vs AEHR
+861.6%
-715.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.1% | -14.0% | -1.2% |
| 7D | -0.5% | +6.7% | -7.3% | -0.7% |
| 30D | +4.4% | -12.7% | +17.1% | +4.6% |
| 3M | -1.1% | -26.0% | +24.9% | -1.0% |
| 6M | -13.7% | +102.2% | -115.9% | -15.8% |
| YTD | +2.8% | +327.2% | -324.5% | -1.1% |
| 1Y | +24.8% | +228.1% | -203.3% | +20.4% |
| 3Y | +127.8% | +67.0% | +60.8% | +118.5% |
| All | +145.9% | +861.6% | -715.8% | +133.9% |
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