+174.7%
AEHR vs BUD
+33.8%
+141.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -6.1% |
| 7D | +6.4% | +1.0% | +5.4% | +6.9% |
| 30D | -20.3% | +6.7% | -27.0% | -18.7% |
| 3M | -53.8% | +5.7% | -59.5% | -52.6% |
| 6M | -44.8% | +5.8% | -50.6% | -45.2% |
| YTD | +182.2% | +34.4% | +147.8% | +127.6% |
| 1Y | +174.7% | +33.3% | +141.5% | +123.1% |
| All | +174.7% | +33.8% | +141.0% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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