+793.1%
AEHR vs URA
+132.7%
+660.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.3% | +6.6% | +6.4% |
| 7D | +19.1% | +5.7% | +13.4% | +13.5% |
| 30D | -10.0% | +5.6% | -15.6% | -14.3% |
| 3M | +1.3% | +6.2% | -4.9% | -1.6% |
| 6M | +133.8% | -8.2% | +142.0% | +163.2% |
| YTD | +373.3% | +9.7% | +363.6% | +381.3% |
| 1Y | +256.2% | +17.0% | +239.2% | +249.6% |
| 3Y | +93.2% | +118.5% | -25.2% | +18.3% |
| 5Y | +793.1% | +134.3% | +658.7% | +451.1% |
| All | +793.1% | +132.7% | +660.4% | +451.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling