+228.1%
AEHR vs UDR
-1.4%
+229.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.1% |
| 7D | +6.7% | -2.0% | +8.7% | +6.0% |
| 30D | -12.7% | -5.2% | -7.5% | -13.8% |
| 3M | -26.0% | -5.8% | -20.2% | -28.1% |
| 6M | +102.2% | -1.7% | +103.9% | +89.3% |
| YTD | +327.2% | +2.4% | +324.9% | +319.2% |
| 1Y | +228.1% | -2.1% | +230.2% | +217.3% |
| All | +228.1% | -1.4% | +229.5% | +217.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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