+104.2%
UAL vs AEHR
+3,898.3%
-3,794.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.3% | -6.3% | -1.7% |
| 7D | -1.1% | +19.1% | -20.2% | -3.3% |
| 30D | -13.4% | -10.0% | -3.4% | -13.0% |
| 3M | -2.3% | +1.3% | -3.6% | -5.3% |
| 6M | +13.3% | +133.8% | -120.4% | -3.2% |
| YTD | -4.2% | +373.3% | -377.5% | -26.1% |
| 1Y | +1.4% | +256.2% | -254.8% | -20.0% |
| 3Y | +125.8% | +93.2% | +32.6% | +73.6% |
| 5Y | +130.0% | +793.1% | -663.1% | +38.4% |
| 10Y | +104.2% | +3,753.2% | -3,649.0% | -8.6% |
| All | +104.2% | +3,898.3% | -3,794.1% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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