+85.6%
SYF vs AEHR
+976.1%
-890.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.3% | -6.9% | -2.2% |
| 7D | -1.3% | +19.1% | -20.4% | -3.3% |
| 30D | -1.1% | -10.0% | +8.9% | -0.7% |
| 3M | +7.4% | +1.3% | +6.1% | +4.2% |
| 6M | +16.2% | +133.8% | -117.5% | -0.6% |
| YTD | -6.1% | +373.3% | -379.4% | -27.7% |
| 1Y | +3.4% | +256.2% | -252.8% | -18.7% |
| 3Y | +162.9% | +93.2% | +69.6% | +101.3% |
| 5Y | +85.6% | +793.1% | -707.5% | +8.8% |
| All | +85.6% | +976.1% | -890.5% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling