+228.1%
AEHR vs UPST
-56.5%
+284.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.6% | +14.7% | +14.0% |
| 7D | +6.7% | -3.5% | +10.3% | +8.7% |
| 30D | -12.7% | -7.1% | -5.6% | -10.3% |
| 3M | -26.0% | -13.1% | -12.9% | -20.5% |
| 6M | +102.2% | -1.1% | +103.3% | +96.8% |
| YTD | +327.2% | -35.9% | +363.1% | +381.1% |
| 1Y | +228.1% | -57.4% | +285.5% | +337.8% |
| All | +228.1% | -56.5% | +284.6% | +337.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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