+145.3%
AEHR vs TRU
+2.1%
+143.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.6% | -11.1% | -4.6% |
| 7D | -5.7% | +10.5% | -16.3% | -1.4% |
| 30D | -41.7% | +28.7% | -70.4% | -35.9% |
| 3M | -44.6% | +0.7% | -45.3% | -43.4% |
| 6M | -28.9% | +19.3% | -48.3% | -26.7% |
| YTD | +201.3% | -3.7% | +205.1% | +227.2% |
| 1Y | +145.3% | +3.4% | +141.9% | +151.8% |
| All | +145.3% | +2.1% | +143.2% | +151.8% |
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