+221.2%
UPS vs AEHR
+1,960.5%
-1,739.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.0% | -2.0% |
| 7D | -2.1% | +18.5% | -20.7% | -2.9% |
| 30D | -2.3% | -11.9% | +9.6% | -2.1% |
| 3M | -5.2% | -5.0% | -0.2% | -6.0% |
| 6M | +1.4% | +155.0% | -153.5% | -4.1% |
| YTD | +6.1% | +349.7% | -343.6% | -2.5% |
| 1Y | +27.0% | +260.4% | -233.4% | +17.2% |
| 3Y | -25.9% | +83.6% | -109.5% | -32.1% |
| 5Y | -34.6% | +917.8% | -952.4% | -45.0% |
| 10Y | +36.2% | +3,517.1% | -3,481.0% | +4.3% |
| All | +221.2% | +1,960.5% | -1,739.3% | +114.4% |
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