+174.7%
AEHR vs USFD
+49.2%
+125.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.6% |
| 7D | +6.4% | +1.7% | +4.7% | +6.9% |
| 30D | -20.3% | +10.2% | -30.5% | -16.9% |
| 3M | -53.8% | -1.5% | -52.3% | -53.4% |
| 6M | -44.8% | +27.3% | -72.2% | -42.5% |
| YTD | +182.2% | +44.0% | +138.2% | +170.9% |
| 1Y | +174.7% | +50.4% | +124.4% | +158.6% |
| All | +174.7% | +49.2% | +125.5% | +158.6% |
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