+3,912.3%
AEHR vs SPXU
-99.6%
+4,011.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | -0.4% |
| 7D | +9.8% | +2.5% | +7.3% | +11.2% |
| 30D | -26.7% | +4.2% | -30.9% | -25.1% |
| 3M | -8.1% | -9.3% | +1.2% | -9.8% |
| 6M | +123.1% | -30.7% | +153.8% | +101.8% |
| YTD | +369.0% | -28.1% | +397.1% | +343.5% |
| 1Y | +256.4% | -35.2% | +291.6% | +230.0% |
| 3Y | +96.4% | -79.9% | +176.3% | +30.8% |
| 5Y | +836.6% | -86.4% | +923.0% | +599.1% |
| All | +3,912.3% | -99.6% | +4,011.8% | +1,366.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling