+265.2%
SU vs AEHR
+3,845.4%
-3,580.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.2% |
| 7D | +2.2% | +9.8% | -7.5% | +1.7% |
| 30D | +8.4% | -26.7% | +35.2% | +10.0% |
| 3M | +12.1% | -8.1% | +20.2% | +10.9% |
| 6M | +19.7% | +123.1% | -103.4% | +10.3% |
| YTD | +58.4% | +369.0% | -310.6% | +37.7% |
| 1Y | +67.2% | +256.4% | -189.1% | +46.9% |
| 3Y | +125.0% | +96.4% | +28.7% | +95.0% |
| 5Y | +355.1% | +836.6% | -481.5% | +233.4% |
| All | +265.2% | +3,845.4% | -3,580.3% | +116.6% |
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