+827.9%
AEHR vs SPXU
-85.5%
+913.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.7% | -0.2% |
| 7D | +23.0% | +6.4% | +16.6% | +29.7% |
| 30D | -19.9% | +5.9% | -25.9% | -15.7% |
| 3M | +0.5% | -11.7% | +12.2% | -4.8% |
| 6M | +123.6% | -28.7% | +152.3% | +92.1% |
| YTD | +364.6% | -26.4% | +391.0% | +326.3% |
| 1Y | +255.3% | -35.2% | +290.6% | +207.9% |
| 3Y | +89.7% | -79.8% | +169.5% | -11.0% |
| 5Y | +827.9% | -86.1% | +913.9% | +513.5% |
| All | +827.9% | -85.5% | +913.4% | +513.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling