+7,887.0%
AEHR vs URA
-31.1%
+7,918.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.8% | +12.3% | +12.6% |
| 7D | +6.7% | +1.1% | +5.7% | +6.0% |
| 30D | -12.7% | +7.4% | -20.1% | -16.3% |
| 3M | -26.0% | -8.4% | -17.6% | -20.5% |
| 6M | +102.2% | -12.7% | +114.9% | +128.9% |
| YTD | +327.2% | +7.8% | +319.4% | +341.7% |
| 1Y | +228.1% | +19.5% | +208.7% | +225.7% |
| 3Y | +67.0% | +116.4% | -49.4% | +23.3% |
| 5Y | +928.1% | +134.3% | +793.8% | +628.5% |
| 10Y | +3,269.5% | +359.3% | +2,910.3% | +1,674.4% |
| All | +7,887.0% | -31.1% | +7,918.1% | +7,317.9% |
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