+236.7%
INTU vs AEHR
+1,768.2%
-1,531.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.1% | +0.8% |
| 7D | +0.1% | +6.4% | -6.3% | -0.3% |
| 30D | +10.1% | -20.3% | +30.4% | +10.6% |
| 3M | -4.2% | -53.8% | +49.6% | -1.5% |
| 6M | -7.2% | -44.8% | +37.6% | -7.9% |
| YTD | -47.7% | +182.2% | -229.9% | -56.1% |
| 1Y | -46.7% | +174.7% | -221.4% | -55.3% |
| 3Y | -34.1% | +143.5% | -177.6% | -48.4% |
| 5Y | -43.3% | +129.9% | -173.1% | -59.0% |
| All | +236.7% | +1,768.2% | -1,531.5% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 10y: compounded portfolio wealth divided by compounded AEHR 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…
10y analysis · Full analysis span regression · 6 months rolling