+126.4%
AEHR vs SUI
-26.3%
+152.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.5% | +10.4% | +9.5% |
| 7D | -2.4% | +6.2% | -8.6% | -5.3% |
| 30D | -40.1% | +8.6% | -48.6% | -43.2% |
| 3M | -46.3% | +1.0% | -47.3% | -47.5% |
| 6M | -44.6% | -2.6% | -42.0% | -46.1% |
| YTD | +165.3% | -0.1% | +165.5% | +154.2% |
| 1Y | +126.1% | +0.5% | +125.7% | +115.7% |
| 3Y | +132.2% | +15.3% | +117.0% | +93.0% |
| All | +126.4% | -26.3% | +152.7% | +223.0% |
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