+1,969.2%
AEHR vs SUI
+120.9%
+1,848.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.7% | -6.5% | -7.0% |
| 7D | +24.2% | -3.8% | +28.0% | +25.7% |
| 30D | -21.2% | +3.9% | -25.2% | -23.3% |
| 3M | -52.8% | +0.2% | -53.0% | -53.6% |
| 6M | -36.9% | -4.2% | -32.7% | -38.0% |
| YTD | +202.3% | -2.5% | +204.9% | +195.1% |
| 1Y | +162.9% | -4.0% | +166.9% | +158.4% |
| 3Y | +149.1% | +16.5% | +132.6% | +121.5% |
| 5Y | +146.2% | -27.2% | +173.4% | +165.7% |
| All | +1,969.2% | +120.9% | +1,848.3% | +1,322.5% |
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