+796.7%
UL vs AEHR
+547.9%
+248.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.3% | -6.9% | -1.7% |
| 7D | -3.2% | +19.1% | -22.3% | -3.5% |
| 30D | -0.6% | -10.0% | +9.4% | -0.6% |
| 3M | +9.4% | +1.3% | +8.1% | +8.9% |
| 6M | -4.1% | +133.8% | -137.9% | -6.2% |
| YTD | -2.0% | +373.3% | -375.3% | -5.4% |
| 1Y | -9.0% | +256.2% | -265.1% | -11.9% |
| 3Y | +21.8% | +93.2% | -71.4% | +17.4% |
| 5Y | +20.6% | +793.1% | -772.5% | +11.5% |
| 10Y | +67.7% | +3,753.2% | -3,685.5% | +47.2% |
| All | +796.7% | +547.9% | +248.8% | +647.3% |
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