+228.1%
AEHR vs TRU
-7.3%
+235.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -5.9% | +19.0% | +11.8% |
| 7D | +6.7% | -6.8% | +13.5% | +5.4% |
| 30D | -12.7% | 0.0% | -12.7% | -12.5% |
| 3M | -26.0% | +13.3% | -39.3% | -25.7% |
| 6M | +102.2% | +3.4% | +98.8% | +104.2% |
| YTD | +327.2% | -6.4% | +333.6% | +343.9% |
| 1Y | +228.1% | -9.7% | +237.8% | +239.9% |
| All | +228.1% | -7.3% | +235.4% | +239.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling