+712.5%
NVT vs AEHR
+3,926.2%
-3,213.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.9% |
| 7D | +2.0% | +23.0% | -21.0% | -0.5% |
| 30D | -7.2% | -19.9% | +12.8% | -5.1% |
| 3M | -0.9% | +0.5% | -1.4% | -2.7% |
| 6M | +42.6% | +123.6% | -81.0% | +26.7% |
| YTD | +52.9% | +364.6% | -311.7% | +24.7% |
| 1Y | +64.5% | +255.3% | -190.9% | +36.7% |
| 3Y | +178.0% | +89.7% | +88.3% | +125.4% |
| 5Y | +402.8% | +827.9% | -425.1% | +238.1% |
| All | +712.5% | +3,926.2% | -3,213.7% | +311.2% |
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