+712.1%
AEHR vs HUBB
+157.3%
+554.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | -1.1% |
| 7D | +9.8% | -0.1% | +9.8% | +9.7% |
| 30D | -26.7% | -10.0% | -16.8% | -16.8% |
| 3M | -8.1% | -1.6% | -6.5% | -4.3% |
| 6M | +123.1% | -3.1% | +126.1% | +141.2% |
| YTD | +369.0% | +4.6% | +364.4% | +383.7% |
| 1Y | +256.4% | +3.3% | +253.0% | +277.6% |
| 3Y | +96.4% | +46.6% | +49.8% | +50.2% |
| All | +712.1% | +157.3% | +554.8% | +251.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 5y: compounded portfolio wealth divided by compounded HUBB 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…
5y analysis · Full analysis span regression · 6 months rolling