+9.7%
URI vs AEHR
+278.8%
-269.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.3% | -3.9% | +0.9% |
| 7D | +5.0% | +19.1% | -14.1% | +3.3% |
| 30D | -9.4% | -10.0% | +0.6% | -8.9% |
| 3M | -5.8% | +1.3% | -7.1% | -7.7% |
| 6M | +25.8% | +133.8% | -107.9% | +10.1% |
| YTD | +27.9% | +373.3% | -345.4% | +0.9% |
| 1Y | +9.7% | +256.2% | -246.5% | -11.9% |
| All | +9.7% | +278.8% | -269.0% | -11.9% |
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