+836.6%
AEHR vs SUI
-32.0%
+868.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.3% | +13.4% | +13.3% |
| 7D | +6.7% | -2.8% | +9.6% | +8.2% |
| 30D | -12.7% | -1.2% | -11.5% | -12.3% |
| 3M | -26.0% | -1.7% | -24.3% | -27.2% |
| 6M | +102.2% | -10.5% | +112.7% | +110.7% |
| YTD | +327.2% | -1.8% | +329.1% | +320.1% |
| 1Y | +228.1% | -4.1% | +232.2% | +226.0% |
| 3Y | +67.0% | +11.3% | +55.8% | +45.5% |
| All | +836.6% | -32.0% | +868.6% | +1,013.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling