+5,990.7%
AEHR vs URA
-49.7%
+6,040.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.5% | +8.9% | +9.5% |
| 7D | +8.1% | +2.9% | +5.2% | +7.3% |
| 30D | -15.9% | -10.8% | -5.0% | -8.2% |
| 3M | -43.9% | -25.5% | -18.3% | -32.2% |
| 6M | -37.1% | -41.2% | +4.1% | -10.6% |
| YTD | +225.8% | -21.3% | +247.1% | +312.1% |
| 1Y | +184.0% | -25.7% | +209.7% | +270.6% |
| 3Y | +168.5% | +43.1% | +125.4% | +154.9% |
| 5Y | +186.2% | +35.6% | +150.7% | +173.9% |
| 10Y | +2,078.1% | +281.3% | +1,796.8% | +1,250.1% |
| All | +5,990.7% | -49.7% | +6,040.4% | +6,820.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling