-48.5%
TE vs AEHR
+4,122.8%
-4,171.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +5.3% | +4.7% | +8.9% |
| 7D | +18.2% | +18.5% | -0.3% | +14.0% |
| 30D | -13.5% | -11.9% | -1.6% | -12.4% |
| 3M | -44.6% | -5.0% | -39.6% | -45.2% |
| 6M | -24.7% | +155.0% | -179.7% | -40.0% |
| YTD | -24.3% | +349.7% | -373.9% | -46.0% |
| 1Y | +155.6% | +260.4% | -104.9% | +88.0% |
| 3Y | -18.3% | +83.6% | -101.9% | -41.4% |
| 5Y | -41.3% | +917.8% | -959.1% | -64.4% |
| All | -48.5% | +4,122.8% | -4,171.3% | -68.5% |
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