+228.1%
AEHR vs URA
+17.2%
+210.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.8% | +12.3% | +12.1% |
| 7D | +6.7% | +1.1% | +5.7% | +5.1% |
| 30D | -12.7% | +7.4% | -20.1% | -21.3% |
| 3M | -26.0% | -8.4% | -17.6% | -16.4% |
| 6M | +102.2% | -12.7% | +114.9% | +144.8% |
| YTD | +327.2% | +7.8% | +319.4% | +330.3% |
| 1Y | +228.1% | +19.5% | +208.7% | +238.4% |
| All | +228.1% | +17.2% | +210.9% | +238.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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