+712.1%
AEHR vs TRU
-35.6%
+747.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.4% |
| 7D | +9.8% | -2.7% | +12.5% | +11.4% |
| 30D | -26.7% | -2.0% | -24.7% | -27.4% |
| 3M | -8.1% | +18.4% | -26.5% | -23.9% |
| 6M | +123.1% | +8.9% | +114.2% | +93.2% |
| YTD | +369.0% | -8.9% | +377.9% | +350.1% |
| 1Y | +256.4% | -15.9% | +272.3% | +260.3% |
| 3Y | +96.4% | -1.1% | +97.5% | +70.5% |
| All | +712.1% | -35.6% | +747.7% | +1,310.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling