+54.3%
UNP vs AEHR
+136.3%
-82.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.1% | -0.4% |
| 7D | +4.2% | +6.4% | -2.1% | +4.0% |
| 30D | +5.6% | -20.3% | +25.9% | +6.0% |
| 3M | +2.0% | -53.8% | +55.8% | +3.8% |
| 6M | +15.4% | -44.8% | +60.2% | +15.6% |
| YTD | +32.7% | +182.2% | -149.5% | +21.9% |
| 1Y | +39.4% | +174.7% | -135.3% | +28.1% |
| 3Y | +54.3% | +143.5% | -89.2% | +38.7% |
| All | +54.3% | +136.3% | -82.0% | +38.7% |
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