+4,328.8%
AEHR vs TRU
+228.6%
+4,100.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.8% | +8.0% | +6.7% |
| 7D | +18.5% | -7.2% | +25.7% | +22.3% |
| 30D | -11.9% | -2.8% | -9.1% | -12.1% |
| 3M | -5.0% | +13.0% | -18.0% | -16.5% |
| 6M | +155.0% | +0.7% | +154.3% | +137.1% |
| YTD | +349.7% | -9.0% | +358.7% | +334.9% |
| 1Y | +260.4% | -16.3% | +276.7% | +264.0% |
| 3Y | +83.6% | -1.1% | +84.7% | +64.0% |
| 5Y | +917.8% | -36.0% | +953.8% | +1,044.8% |
| 10Y | +3,517.1% | +139.9% | +3,377.2% | +2,155.8% |
| All | +4,328.8% | +228.6% | +4,100.2% | +2,080.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling