+1,831.5%
AEHR vs SAN
+270.1%
+1,561.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.7% | -7.3% | -7.0% |
| 7D | +6.4% | +4.0% | +2.4% | +4.5% |
| 30D | -20.3% | -7.8% | -12.5% | -17.2% |
| 3M | -53.8% | -16.4% | -37.4% | -49.7% |
| 6M | -44.8% | +3.5% | -48.3% | -45.3% |
| YTD | +182.2% | +6.7% | +175.5% | +177.8% |
| 1Y | +174.7% | +14.5% | +160.2% | +162.3% |
| 3Y | +143.5% | +243.5% | -100.0% | +43.7% |
| 5Y | +129.9% | +296.2% | -166.3% | +26.5% |
| All | +1,831.5% | +270.1% | +1,561.4% | +1,038.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 10y: compounded portfolio wealth divided by compounded SAN 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…
10y analysis · Full analysis span regression · 6 months rolling