+9,484.4%
AEHR vs BUD
+201.1%
+9,283.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.2% | +12.9% | +13.1% |
| 7D | +6.7% | +0.3% | +6.5% | +6.7% |
| 30D | -12.7% | -5.7% | -7.0% | -11.6% |
| 3M | -26.0% | +3.1% | -29.1% | -27.4% |
| 6M | +102.2% | +7.9% | +94.3% | +96.9% |
| YTD | +327.2% | +27.3% | +299.9% | +296.9% |
| 1Y | +228.1% | +37.8% | +190.3% | +197.5% |
| 3Y | +67.0% | +49.8% | +17.2% | +47.4% |
| 5Y | +928.1% | +43.8% | +884.3% | +811.6% |
| 10Y | +3,269.5% | -22.6% | +3,292.2% | +2,993.1% |
| All | +9,484.4% | +201.1% | +9,283.4% | +8,393.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling