+11.0%
NEE vs AEHR
+775.9%
-764.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | -0.2% |
| 7D | -1.9% | +23.0% | -24.9% | -2.4% |
| 30D | -3.1% | -19.9% | +16.8% | -2.8% |
| 3M | -2.4% | +0.5% | -2.9% | -2.9% |
| 6M | -8.6% | +123.6% | -132.2% | -11.0% |
| YTD | +4.9% | +364.6% | -359.7% | +0.2% |
| 1Y | +19.4% | +255.3% | -236.0% | +14.4% |
| 3Y | +34.9% | +89.7% | -54.9% | +30.2% |
| 5Y | +11.0% | +827.9% | -816.9% | -3.3% |
| All | +11.0% | +775.9% | -764.9% | -3.3% |
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