-41.2%
INTU vs AEHR
+184.0%
-225.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.4% | -9.8% | +0.2% |
| 7D | -3.9% | +8.1% | -12.0% | -4.4% |
| 30D | +12.0% | -15.9% | +27.8% | +12.3% |
| 3M | +2.3% | -43.9% | +46.2% | +4.1% |
| 6M | -12.1% | -37.1% | +25.0% | -13.4% |
| YTD | -47.5% | +225.8% | -273.4% | -58.8% |
| 1Y | -46.9% | +184.0% | -230.9% | -57.7% |
| 3Y | -33.5% | +168.5% | -202.0% | -52.4% |
| 5Y | -41.2% | +186.2% | -227.5% | -67.0% |
| All | -41.2% | +184.0% | -225.3% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling