+2,421.9%
AEHR vs SGI
+2,073.9%
+348.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +5.4% |
| 7D | +18.5% | +9.3% | +9.3% | +15.6% |
| 30D | -11.9% | +6.9% | -18.8% | -13.9% |
| 3M | -5.0% | +2.8% | -7.9% | -6.1% |
| 6M | +155.0% | -12.6% | +167.6% | +166.3% |
| YTD | +349.7% | -21.5% | +371.2% | +383.9% |
| 1Y | +260.4% | -18.8% | +279.2% | +282.9% |
| 3Y | +83.6% | +60.8% | +22.8% | +64.1% |
| 5Y | +917.8% | +60.0% | +857.8% | +815.6% |
| 10Y | +3,517.1% | +267.8% | +3,249.3% | +2,357.0% |
| All | +2,421.9% | +2,073.9% | +348.1% | +791.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling