+517.6%
SPMO vs AEHR
+3,845.4%
-3,327.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.5% |
| 7D | -0.9% | +9.8% | -10.7% | -1.6% |
| 30D | -1.9% | -26.7% | +24.8% | -0.1% |
| 3M | -1.4% | -8.1% | +6.7% | -2.1% |
| 6M | +25.5% | +123.1% | -97.6% | +16.9% |
| YTD | +24.8% | +369.0% | -344.2% | +10.5% |
| 1Y | +24.5% | +256.4% | -231.9% | +11.3% |
| 3Y | +157.1% | +96.4% | +60.8% | +125.9% |
| 5Y | +149.5% | +836.6% | -687.1% | +93.8% |
| All | +517.6% | +3,845.4% | -3,327.8% | +316.4% |
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