+94.5%
AEHR vs SGI
+50.3%
+44.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | +0.6% |
| 7D | +23.0% | -4.9% | +27.9% | +27.8% |
| 30D | -19.9% | +1.6% | -21.5% | -21.9% |
| 3M | +0.5% | -3.2% | +3.7% | +1.5% |
| 6M | +123.6% | -16.0% | +139.6% | +153.9% |
| YTD | +364.6% | -25.4% | +390.1% | +472.5% |
| 1Y | +255.3% | -21.6% | +276.9% | +318.8% |
| All | +94.5% | +50.3% | +44.3% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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