+3,875.0%
AEHR vs SPG
+64.3%
+3,810.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | +23.0% | -2.2% | +25.2% | +24.0% |
| 30D | -19.9% | -5.8% | -14.2% | -18.1% |
| 3M | +0.5% | -2.8% | +3.3% | +0.4% |
| 6M | +123.6% | +8.9% | +114.7% | +113.7% |
| YTD | +364.6% | +14.3% | +350.4% | +334.6% |
| 1Y | +255.3% | +19.5% | +235.9% | +225.9% |
| 3Y | +89.7% | +106.9% | -17.1% | +44.5% |
| 5Y | +827.9% | +108.7% | +719.2% | +617.0% |
| All | +3,875.0% | +64.3% | +3,810.7% | +3,155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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