+3,208.1%
SU vs AEHR
+542.0%
+2,666.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.8% |
| 3M | +12.1% | -8.1% | +20.2% | +11.0% |
| 6M | +19.7% | +123.1% | -103.4% | +11.7% |
| YTD | +58.4% | +369.0% | -310.6% | +41.0% |
| 1Y | +67.2% | +256.4% | -189.1% | +50.1% |
| 3Y | +125.0% | +96.4% | +28.7% | +99.7% |
| 5Y | +355.1% | +836.6% | -481.5% | +256.1% |
| 10Y | +263.7% | +3,718.1% | -3,454.5% | +144.0% |
| All | +3,208.1% | +542.0% | +2,666.1% | +1,685.3% |
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