+143.5%
AEHR vs URA
+35.4%
+108.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.6% | -5.0% | -5.0% |
| 7D | +6.4% | -1.5% | +7.9% | +8.7% |
| 30D | -20.3% | -10.4% | -9.9% | -8.3% |
| 3M | -53.8% | -29.6% | -24.2% | -33.5% |
| 6M | -44.8% | -40.3% | -4.5% | -4.3% |
| YTD | +182.2% | -25.5% | +207.7% | +329.9% |
| 1Y | +174.7% | -26.4% | +201.2% | +322.3% |
| 3Y | +143.5% | +31.4% | +112.1% | +133.3% |
| All | +143.5% | +35.4% | +108.1% | +133.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling