-24.5%
TE vs AEHR
+86.3%
-110.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.9% | -6.1% |
| 7D | +0.9% | +23.0% | -22.1% | -6.0% |
| 30D | -16.3% | -19.9% | +3.7% | -11.8% |
| 3M | -40.8% | +0.5% | -41.3% | -43.6% |
| 6M | -42.6% | +123.6% | -166.2% | -60.1% |
| YTD | -31.4% | +364.6% | -396.1% | -63.7% |
| 1Y | +144.9% | +255.3% | -110.4% | +38.8% |
| All | -24.5% | +86.3% | -110.9% | -62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling