+139.4%
IEMG vs AEHR
+8,920.2%
-8,780.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.9% |
| 7D | -0.9% | +23.0% | -23.9% | -2.1% |
| 30D | +2.1% | -19.9% | +22.1% | +3.1% |
| 3M | +4.6% | +0.5% | +4.1% | +3.4% |
| 6M | +14.0% | +123.6% | -109.5% | +7.3% |
| YTD | +22.3% | +364.6% | -342.3% | +10.3% |
| 1Y | +30.7% | +255.3% | -224.7% | +18.8% |
| 3Y | +83.2% | +89.7% | -6.5% | +64.7% |
| 5Y | +47.0% | +827.9% | -780.9% | +19.2% |
| 10Y | +139.9% | +3,682.7% | -3,542.8% | +73.8% |
| All | +139.4% | +8,920.2% | -8,780.8% | +69.6% |
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