+145.3%
AEHR vs USHY
+1.9%
+143.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.7% | -7.2% | -15.5% |
| 7D | -5.7% | -0.2% | -5.5% | -3.2% |
| 30D | -41.7% | +0.7% | -42.4% | -46.9% |
| 3M | -44.6% | -2.2% | -42.4% | -23.4% |
| 6M | -28.9% | -0.9% | -28.1% | -17.2% |
| YTD | +201.3% | +0.2% | +201.2% | +222.5% |
| 1Y | +145.3% | +1.7% | +143.6% | +112.0% |
| All | +145.3% | +1.9% | +143.5% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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