+827.9%
AEHR vs SSNC
+14.9%
+813.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | +23.0% | -6.7% | +29.7% | +28.8% |
| 30D | -19.9% | -0.8% | -19.1% | -20.6% |
| 3M | +0.5% | +16.1% | -15.5% | -15.0% |
| 6M | +123.6% | +7.9% | +115.6% | +98.3% |
| YTD | +364.6% | -8.7% | +373.3% | +378.9% |
| 1Y | +255.3% | -9.5% | +264.8% | +268.2% |
| 3Y | +89.7% | +47.7% | +42.0% | +3.8% |
| 5Y | +827.9% | +17.6% | +810.2% | +690.1% |
| All | +827.9% | +14.9% | +813.0% | +690.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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