+286.3%
AEHR vs SMTC
+1,809.8%
-1,523.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | -5.4% |
| 7D | +6.4% | +11.0% | -4.7% | +3.3% |
| 30D | -20.3% | -28.5% | +8.2% | -10.4% |
| 3M | -53.8% | -14.2% | -39.6% | -50.4% |
| 6M | -44.8% | -18.0% | -26.8% | -38.3% |
| YTD | +182.2% | +55.5% | +126.7% | +171.6% |
| 1Y | +174.7% | +69.5% | +105.2% | +158.6% |
| 3Y | +143.5% | +699.7% | -556.1% | +48.1% |
| 5Y | +129.9% | +27.4% | +102.4% | +109.9% |
| 10Y | +1,786.8% | +335.7% | +1,451.1% | +1,248.5% |
| All | +286.3% | +1,809.8% | -1,523.5% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling