+1,152.5%
AEHR vs ULTA
+1,541.3%
-388.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | +23.0% | -3.9% | +26.9% | +24.3% |
| 30D | -19.9% | -1.1% | -18.9% | -20.2% |
| 3M | +0.5% | +13.8% | -13.3% | -4.1% |
| 6M | +123.6% | -17.2% | +140.8% | +134.1% |
| YTD | +364.6% | -11.5% | +376.1% | +378.6% |
| 1Y | +255.3% | +3.9% | +251.4% | +249.1% |
| 3Y | +89.7% | +29.5% | +60.2% | +74.9% |
| 5Y | +827.9% | +42.9% | +785.0% | +748.4% |
| 10Y | +3,682.7% | +124.4% | +3,558.3% | +2,854.7% |
| All | +1,152.5% | +1,541.3% | -388.8% | +422.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling