+1,270.6%
SMH vs AEHR
+1,328.9%
-58.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.2% | -0.4% |
| 7D | +4.3% | +19.1% | -14.8% | +2.5% |
| 30D | +0.9% | -10.0% | +10.9% | +1.4% |
| 3M | -2.8% | +1.3% | -4.2% | -4.4% |
| 6M | +45.6% | +133.8% | -88.1% | +31.6% |
| YTD | +59.5% | +373.3% | -313.8% | +34.3% |
| 1Y | +93.4% | +256.2% | -162.7% | +65.7% |
| 3Y | +287.1% | +93.2% | +193.9% | +227.4% |
| 5Y | +338.0% | +793.1% | -455.0% | +216.2% |
| 10Y | +1,876.8% | +3,753.2% | -1,876.4% | +1,078.7% |
| All | +1,270.6% | +1,328.9% | -58.4% | +486.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling