+251.3%
UAL vs AEHR
+2,276.3%
-2,025.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.1% | -10.6% | +1.1% |
| 7D | +0.7% | +6.7% | -6.0% | -0.1% |
| 30D | -16.1% | -12.7% | -3.4% | -15.4% |
| 3M | +6.1% | -26.0% | +32.1% | +6.7% |
| 6M | +10.8% | +102.2% | -91.4% | -2.1% |
| YTD | -0.4% | +327.2% | -327.6% | -20.0% |
| 1Y | +5.0% | +228.1% | -223.1% | -14.1% |
| 3Y | +124.0% | +67.0% | +57.0% | +81.8% |
| 5Y | +141.0% | +928.1% | -787.2% | +51.0% |
| 10Y | +118.0% | +3,269.5% | -3,151.5% | +4.2% |
| All | +251.3% | +2,276.3% | -2,025.0% | +31.5% |
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