+515.5%
AEHR vs UDR
+1,082.2%
-566.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +6.0% | +5.5% |
| 7D | +18.5% | -2.1% | +20.6% | +19.3% |
| 30D | -11.9% | -5.6% | -6.3% | -10.6% |
| 3M | -5.0% | -5.8% | +0.8% | -4.3% |
| 6M | +155.0% | -1.1% | +156.1% | +153.1% |
| YTD | +349.7% | +1.6% | +348.1% | +342.9% |
| 1Y | +260.4% | -2.7% | +263.1% | +258.8% |
| 3Y | +83.6% | +6.3% | +77.3% | +78.6% |
| 5Y | +917.8% | -19.3% | +937.1% | +972.9% |
| 10Y | +3,517.1% | +46.0% | +3,471.1% | +3,090.2% |
| All | +515.5% | +1,082.2% | -566.7% | +203.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling