+827.9%
AEHR vs SMTC
+112.1%
+715.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | +0.1% |
| 7D | +23.0% | +17.5% | +5.5% | +11.0% |
| 30D | -19.9% | +21.3% | -41.3% | -28.9% |
| 3M | +0.5% | +3.1% | -2.6% | +0.7% |
| 6M | +123.6% | +81.7% | +41.9% | +65.0% |
| YTD | +364.6% | +115.9% | +248.7% | +218.6% |
| 1Y | +255.3% | +157.8% | +97.5% | +118.6% |
| 3Y | +89.7% | +557.3% | -467.6% | -52.4% |
| 5Y | +827.9% | +114.7% | +713.2% | +822.2% |
| All | +827.9% | +112.1% | +715.7% | +822.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling