-16.3%
UNH vs AEHR
+88.1%
-104.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.4% |
| 7D | -4.5% | +9.8% | -14.3% | -4.8% |
| 30D | -6.5% | -26.7% | +20.2% | -6.0% |
| 3M | -6.0% | -8.1% | +2.1% | -6.4% |
| 6M | +33.7% | +123.1% | -89.4% | +28.2% |
| YTD | +16.4% | +369.0% | -352.6% | +8.5% |
| 1Y | +10.1% | +256.4% | -246.3% | +3.0% |
| 3Y | -16.3% | +96.4% | -112.7% | -26.1% |
| All | -16.3% | +88.1% | -104.4% | -26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling