-49.3%
TE vs AEHR
+817.5%
-866.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.3% | +0.4% |
| 7D | +0.2% | +9.8% | -9.6% | -2.5% |
| 30D | -5.9% | -26.7% | +20.8% | +1.8% |
| 3M | -45.6% | -8.1% | -37.5% | -46.4% |
| 6M | -43.4% | +123.1% | -166.4% | -58.9% |
| YTD | -31.0% | +369.0% | -400.0% | -60.5% |
| 1Y | +145.2% | +256.4% | -111.2% | +49.6% |
| 3Y | -24.1% | +96.4% | -120.4% | -55.0% |
| All | -49.3% | +817.5% | -866.9% | -81.1% |
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