+279.7%
UAL vs AEHR
+1,547.7%
-1,267.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +11.6% | -4.9% | +5.5% |
| 7D | +10.2% | +16.2% | -6.0% | +7.7% |
| 30D | +12.0% | -29.3% | +41.4% | +15.2% |
| 3M | -7.1% | -42.0% | +34.9% | -3.3% |
| 6M | +20.9% | -38.5% | +59.4% | +21.4% |
| YTD | +7.7% | +196.2% | -188.6% | -11.1% |
| 1Y | +23.6% | +144.3% | -120.8% | +3.9% |
| 3Y | +222.6% | +158.0% | +64.5% | +149.7% |
| 5Y | +127.9% | +144.4% | -16.5% | +64.3% |
| 10Y | +100.2% | +1,867.4% | -1,767.2% | +0.4% |
| All | +279.7% | +1,547.7% | -1,267.9% | +46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling