+3,912.3%
AEHR vs SMTC
+548.2%
+3,364.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | -1.9% |
| 7D | +9.8% | +13.1% | -3.3% | +2.4% |
| 30D | -26.7% | +19.5% | -46.2% | -33.3% |
| 3M | -8.1% | +2.2% | -10.3% | -7.4% |
| 6M | +123.1% | +94.9% | +28.2% | +67.2% |
| YTD | +369.0% | +127.0% | +242.0% | +233.1% |
| 1Y | +256.4% | +174.6% | +81.8% | +129.4% |
| 3Y | +96.4% | +615.9% | -519.6% | -35.1% |
| 5Y | +836.6% | +125.6% | +711.0% | +444.4% |
| All | +3,912.3% | +548.2% | +3,364.1% | +1,516.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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