+36.4%
UPS vs AEHR
+3,845.4%
-3,809.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.3% |
| 7D | -2.0% | +9.8% | -11.7% | -2.5% |
| 30D | -2.0% | -26.7% | +24.8% | -0.6% |
| 3M | -6.2% | -8.1% | +1.9% | -7.1% |
| 6M | +2.8% | +123.1% | -120.3% | -4.1% |
| YTD | +5.9% | +369.0% | -363.1% | -6.0% |
| 1Y | +26.2% | +256.4% | -230.1% | +13.1% |
| 3Y | -26.0% | +96.4% | -122.4% | -34.8% |
| 5Y | -34.3% | +836.6% | -870.9% | -47.7% |
| All | +36.4% | +3,845.4% | -3,809.0% | -4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling