+6,663.6%
AEHR vs SCHG
+1,132.2%
+5,531.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | -0.1% |
| 7D | +9.8% | -1.0% | +10.8% | +11.1% |
| 30D | -26.7% | -1.3% | -25.5% | -26.0% |
| 3M | -8.1% | +5.4% | -13.5% | -12.9% |
| 6M | +123.1% | +14.4% | +108.6% | +97.8% |
| YTD | +369.0% | +8.0% | +361.0% | +350.7% |
| 1Y | +256.4% | +12.7% | +243.6% | +231.8% |
| 3Y | +96.4% | +85.6% | +10.8% | +13.3% |
| 5Y | +836.6% | +85.5% | +751.1% | +483.9% |
| 10Y | +3,718.1% | +456.0% | +3,262.1% | +931.3% |
| All | +6,663.6% | +1,132.2% | +5,531.3% | +1,039.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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