+1,271.8%
URI vs AEHR
+3,898.3%
-2,626.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.3% | -3.9% | +0.8% |
| 7D | +5.0% | +19.1% | -14.1% | +3.0% |
| 30D | -9.4% | -10.0% | +0.6% | -8.9% |
| 3M | -5.8% | +1.3% | -7.1% | -8.3% |
| 6M | +25.8% | +133.8% | -107.9% | +9.8% |
| YTD | +27.9% | +373.3% | -345.4% | +1.9% |
| 1Y | +9.7% | +256.2% | -246.5% | -10.9% |
| 3Y | +128.0% | +93.2% | +34.7% | +81.3% |
| 5Y | +212.4% | +793.1% | -580.7% | +100.3% |
| 10Y | +1,271.8% | +3,753.2% | -2,481.4% | +607.3% |
| All | +1,271.8% | +3,898.3% | -2,626.5% | +607.3% |
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