+1,662.2%
AEHR vs SUI
+118.5%
+1,543.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.5% | +10.4% | +9.5% |
| 7D | -2.4% | +6.2% | -8.6% | -4.8% |
| 30D | -40.1% | +8.6% | -48.6% | -42.6% |
| 3M | -46.3% | +1.0% | -47.3% | -47.3% |
| 6M | -44.6% | -2.6% | -42.0% | -45.8% |
| YTD | +165.3% | -0.1% | +165.5% | +156.9% |
| 1Y | +126.1% | +0.5% | +125.7% | +118.3% |
| 3Y | +132.2% | +15.3% | +117.0% | +107.8% |
| 5Y | +108.3% | -26.1% | +134.4% | +123.6% |
| All | +1,662.2% | +118.5% | +1,543.7% | +1,075.9% |
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