+10,838.6%
AEHR vs SPXU
-100.0%
+10,938.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.7% | +3.6% | +6.0% |
| 7D | +18.5% | -1.5% | +20.0% | +17.6% |
| 30D | -11.9% | +3.7% | -15.6% | -10.5% |
| 3M | -5.0% | -9.6% | +4.6% | -6.2% |
| 6M | +155.0% | -32.4% | +187.3% | +133.7% |
| YTD | +349.7% | -28.7% | +378.4% | +329.8% |
| 1Y | +260.4% | -38.2% | +298.6% | +233.8% |
| 3Y | +83.6% | -80.4% | +164.0% | +32.0% |
| 5Y | +917.8% | -86.0% | +1,003.9% | +726.2% |
| 10Y | +3,517.1% | -99.5% | +3,616.6% | +1,511.1% |
| All | +10,838.6% | -100.0% | +10,938.5% | +2,313.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling