+280.3%
UAL vs AEHR
+1,541.0%
-1,260.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.2% |
| 7D | +12.5% | -8.5% | +21.0% | +13.2% |
| 30D | +12.2% | -29.6% | +41.8% | +15.4% |
| 3M | -2.6% | -43.9% | +41.3% | +1.8% |
| 6M | +21.1% | -38.7% | +59.8% | +21.7% |
| YTD | +7.8% | +195.0% | -187.2% | -11.0% |
| 1Y | +25.4% | +142.3% | -116.9% | +5.6% |
| 3Y | +217.3% | +143.1% | +74.2% | +147.1% |
| 5Y | +132.9% | +162.7% | -29.8% | +66.8% |
| 10Y | +101.1% | +1,940.1% | -1,838.9% | +0.5% |
| All | +280.3% | +1,541.0% | -1,260.7% | +46.3% |
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