+2,494.8%
NVDL vs AEHR
+271.2%
+2,223.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.8% | -2.9% | -4.2% |
| 7D | -8.7% | +23.0% | -31.7% | -13.6% |
| 30D | -1.3% | -19.9% | +18.6% | +3.2% |
| 3M | +11.4% | +0.5% | +10.8% | +5.6% |
| 6M | +22.9% | +123.6% | -100.7% | -10.3% |
| YTD | +15.4% | +364.6% | -349.2% | -32.6% |
| 1Y | +18.8% | +255.3% | -236.6% | -27.5% |
| 3Y | +641.4% | +89.7% | +551.7% | +350.1% |
| All | +2,494.8% | +271.2% | +2,223.5% | +1,036.7% |
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