+86.2%
SU vs AEHR
+147.2%
-61.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.6% | +2.0% | -4.5% |
| 7D | -7.1% | -5.7% | -1.4% | -7.1% |
| 30D | +4.8% | -41.7% | +46.5% | +4.7% |
| 3M | +12.5% | -44.6% | +57.1% | +12.4% |
| 6M | +6.5% | -28.9% | +35.4% | +6.7% |
| YTD | +65.8% | +201.3% | -135.5% | +53.4% |
| 1Y | +86.2% | +145.3% | -59.2% | +74.7% |
| All | +86.2% | +147.2% | -61.1% | +74.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling