+228.1%
AEHR vs USFD
+34.2%
+193.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.4% | +13.5% | +13.0% |
| 7D | +6.7% | -3.0% | +9.8% | +6.2% |
| 30D | -12.7% | +3.5% | -16.2% | -11.7% |
| 3M | -26.0% | +26.6% | -52.6% | -26.9% |
| 6M | +102.2% | +11.7% | +90.5% | +103.5% |
| YTD | +327.2% | +38.1% | +289.1% | +290.5% |
| 1Y | +228.1% | +33.4% | +194.7% | +191.9% |
| All | +228.1% | +34.2% | +193.9% | +191.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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