+750.3%
NVT vs AEHR
+3,963.9%
-3,213.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.5% |
| 7D | +4.1% | +9.8% | -5.7% | +2.9% |
| 30D | -5.1% | -26.7% | +21.6% | -1.9% |
| 3M | -1.2% | -8.1% | +6.9% | -2.0% |
| 6M | +46.6% | +123.1% | -76.5% | +30.3% |
| YTD | +60.0% | +369.0% | -309.0% | +30.3% |
| 1Y | +70.8% | +256.4% | -185.6% | +41.9% |
| 3Y | +187.5% | +96.4% | +91.2% | +132.5% |
| 5Y | +426.1% | +836.6% | -410.5% | +253.4% |
| All | +750.3% | +3,963.9% | -3,213.7% | +329.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling