+845.2%
AEHR vs UTHR
+140.2%
+705.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.8% | +3.5% | +4.9% |
| 7D | +19.1% | +3.0% | +16.1% | +18.4% |
| 30D | -10.0% | -4.3% | -5.7% | -9.3% |
| 3M | +1.3% | -8.4% | +9.7% | +2.9% |
| 6M | +133.8% | -4.2% | +138.0% | +134.6% |
| YTD | +373.3% | +4.0% | +369.3% | +367.1% |
| 1Y | +256.2% | +25.5% | +230.7% | +240.0% |
| 3Y | +93.2% | +125.1% | -31.9% | +65.8% |
| All | +845.2% | +140.2% | +705.0% | +703.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling