+118.2%
SRE vs AEHR
+3,845.4%
-3,727.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.8% |
| 7D | -0.8% | +9.8% | -10.6% | -1.1% |
| 30D | -3.0% | -26.7% | +23.7% | -2.4% |
| 3M | -8.3% | -8.1% | -0.2% | -8.7% |
| 6M | -8.9% | +123.1% | -132.0% | -12.0% |
| YTD | -4.3% | +369.0% | -373.3% | -9.8% |
| 1Y | +2.7% | +256.4% | -253.6% | -2.8% |
| 3Y | +28.7% | +96.4% | -67.7% | +20.4% |
| 5Y | +47.1% | +836.6% | -789.5% | +28.5% |
| All | +118.2% | +3,845.4% | -3,727.2% | +67.4% |
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