+3,517.1%
AEHR vs SUI
+104.3%
+3,412.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +5.8% |
| 7D | +18.5% | -3.1% | +21.7% | +19.9% |
| 30D | -11.9% | -2.3% | -9.6% | -11.3% |
| 3M | -5.0% | -2.8% | -2.2% | -5.7% |
| 6M | +155.0% | -12.4% | +167.3% | +165.1% |
| YTD | +349.7% | -3.3% | +353.0% | +346.9% |
| 1Y | +260.4% | -5.8% | +266.2% | +261.5% |
| 3Y | +83.6% | +12.5% | +71.1% | +67.7% |
| 5Y | +917.8% | -32.9% | +950.7% | +1,035.3% |
| 10Y | +3,517.1% | +104.4% | +3,412.7% | +2,800.3% |
| All | +3,517.1% | +104.3% | +3,412.8% | +2,800.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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