+3,912.3%
AEHR vs UTHR
+313.7%
+3,598.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.3% | +1.1% |
| 7D | +9.8% | +1.9% | +7.8% | +9.5% |
| 30D | -26.7% | -2.9% | -23.9% | -26.4% |
| 3M | -8.1% | -8.9% | +0.8% | -7.0% |
| 6M | +123.1% | -8.7% | +131.8% | +125.4% |
| YTD | +369.0% | +2.0% | +367.0% | +366.1% |
| 1Y | +256.4% | +22.8% | +233.6% | +245.2% |
| 3Y | +96.4% | +120.6% | -24.3% | +74.4% |
| 5Y | +836.6% | +136.4% | +700.2% | +711.8% |
| All | +3,912.3% | +313.7% | +3,598.6% | +3,358.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 10y: compounded portfolio wealth divided by compounded UTHR 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…
10y analysis · Full analysis span regression · 6 months rolling