+60.2%
SCHD vs AEHR
+817.5%
-757.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.3% |
| 7D | -2.0% | +9.8% | -11.7% | -2.3% |
| 30D | -0.4% | -26.7% | +26.3% | +0.6% |
| 3M | +5.7% | -8.1% | +13.8% | +4.9% |
| 6M | +11.9% | +123.1% | -111.2% | +5.2% |
| YTD | +26.4% | +369.0% | -342.6% | +13.4% |
| 1Y | +27.6% | +256.4% | -228.8% | +15.4% |
| 3Y | +54.9% | +96.4% | -41.4% | +38.4% |
| All | +60.2% | +817.5% | -757.4% | +26.5% |
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