+98.2%
AEHR vs BUD
+44.4%
+53.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.2% | +7.4% | +5.8% |
| 7D | +19.1% | -1.3% | +20.4% | +19.4% |
| 30D | -10.0% | -6.1% | -3.9% | -8.6% |
| 3M | +1.3% | -3.8% | +5.1% | +1.0% |
| 6M | +133.8% | +8.2% | +125.6% | +121.0% |
| YTD | +373.3% | +23.6% | +349.7% | +324.8% |
| 1Y | +256.2% | +33.4% | +222.7% | +210.1% |
| All | +98.2% | +44.4% | +53.7% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling