+34.4%
URI vs AEHR
+149.1%
-114.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.7% | +5.4% | -0.6% |
| 7D | +6.7% | +6.4% | +0.4% | +6.1% |
| 30D | +8.9% | -20.3% | +29.2% | +10.3% |
| 3M | +0.5% | -53.8% | +54.3% | +6.2% |
| 6M | +20.7% | -44.8% | +65.5% | +23.0% |
| YTD | +40.0% | +182.2% | -142.2% | +8.3% |
| 1Y | +34.4% | +174.7% | -140.3% | +3.0% |
| All | +34.4% | +149.1% | -114.7% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling