+41.5%
NU vs AEHR
+459.0%
-417.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.8% |
| 7D | -4.9% | +9.8% | -14.7% | -6.4% |
| 30D | +7.8% | -26.7% | +34.5% | +12.4% |
| 3M | +20.9% | -8.1% | +29.0% | +17.3% |
| 6M | +0.9% | +123.1% | -122.2% | -20.4% |
| YTD | -12.7% | +369.0% | -381.7% | -41.9% |
| 1Y | -6.4% | +256.4% | -262.8% | -35.8% |
| 3Y | +98.1% | +96.4% | +1.7% | +37.9% |
| All | +41.5% | +459.0% | -417.4% | -55.1% |
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