+8,135.2%
UNH vs AEHR
+547.9%
+7,587.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.3% | -7.2% | -2.1% |
| 7D | -1.7% | +19.1% | -20.7% | -2.3% |
| 30D | -3.8% | -10.0% | +6.2% | -3.7% |
| 3M | -4.3% | +1.3% | -5.6% | -5.2% |
| 6M | +38.6% | +133.8% | -95.1% | +32.5% |
| YTD | +20.7% | +373.3% | -352.6% | +12.0% |
| 1Y | +16.0% | +256.2% | -240.2% | +8.3% |
| 3Y | -13.5% | +93.2% | -106.7% | -19.7% |
| 5Y | +3.5% | +793.1% | -789.6% | -11.8% |
| 10Y | +245.3% | +3,753.2% | -3,507.9% | +162.1% |
| All | +8,135.2% | +547.9% | +7,587.3% | +5,903.8% |
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