+793.1%
AEHR vs SM
+119.2%
+673.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.7% | +5.0% |
| 7D | +19.1% | -0.2% | +19.3% | +19.1% |
| 30D | -10.0% | +20.3% | -30.3% | -15.8% |
| 3M | +1.3% | +22.9% | -21.6% | -8.0% |
| 6M | +133.8% | +47.8% | +85.9% | +86.7% |
| YTD | +373.3% | +107.5% | +265.8% | +220.8% |
| 1Y | +256.2% | +51.7% | +204.4% | +175.7% |
| 3Y | +93.2% | -0.9% | +94.1% | +70.5% |
| 5Y | +793.1% | +112.2% | +680.8% | +487.2% |
| All | +793.1% | +119.2% | +673.9% | +487.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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