+34.3%
TRV vs AEHR
+255.0%
-220.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.1% | -14.4% | -0.9% |
| 7D | -0.1% | +6.7% | -6.9% | +0.1% |
| 30D | -3.4% | -12.7% | +9.2% | -3.6% |
| 3M | +26.4% | -26.0% | +52.4% | +27.1% |
| 6M | +19.3% | +102.2% | -82.9% | +21.0% |
| YTD | +28.3% | +327.2% | -298.9% | +32.7% |
| 1Y | +34.3% | +228.1% | -193.8% | +37.9% |
| All | +34.3% | +255.0% | -220.7% | +37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling