+228.1%
AEHR vs SPXU
-40.4%
+268.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +15.4% |
| 7D | +6.7% | -0.1% | +6.9% | +6.1% |
| 30D | -12.7% | +0.8% | -13.5% | -11.7% |
| 3M | -26.0% | -4.7% | -21.3% | -24.8% |
| 6M | +102.2% | -29.6% | +131.8% | +31.1% |
| YTD | +327.2% | -29.9% | +357.1% | +187.9% |
| 1Y | +228.1% | -39.1% | +267.2% | +88.7% |
| All | +228.1% | -40.4% | +268.5% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling