+228.1%
AEHR vs ULTA
+6.6%
+221.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +12.6% |
| 7D | +6.7% | +9.0% | -2.3% | +3.0% |
| 30D | -12.7% | +4.6% | -17.2% | -14.3% |
| 3M | -26.0% | +22.0% | -48.0% | -33.7% |
| 6M | +102.2% | -14.7% | +116.9% | +127.4% |
| YTD | +327.2% | -6.8% | +334.0% | +368.5% |
| 1Y | +228.1% | +6.5% | +221.6% | +262.2% |
| All | +228.1% | +6.6% | +221.5% | +262.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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