-9.5%
IEF vs AEHR
+817.5%
-827.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -1.3% | +9.8% | -11.1% | -1.4% |
| 30D | -1.7% | -26.7% | +25.0% | -1.7% |
| 3M | -2.5% | -8.1% | +5.6% | -2.6% |
| 6M | -3.3% | +123.1% | -126.3% | -3.5% |
| YTD | -2.8% | +369.0% | -371.8% | -3.2% |
| 1Y | -2.7% | +256.4% | -259.1% | -3.0% |
| 3Y | +8.9% | +96.4% | -87.5% | +8.3% |
| All | -9.5% | +817.5% | -827.1% | -9.3% |
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