+125.0%
URI vs AEHR
+82.4%
+42.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.7% | 0.0% |
| 7D | +2.5% | +18.5% | -16.0% | +0.6% |
| 30D | -12.5% | -11.9% | -0.6% | -11.8% |
| 3M | -6.2% | -5.0% | -1.2% | -8.0% |
| 6M | +25.9% | +155.0% | -129.1% | +7.2% |
| YTD | +26.2% | +349.7% | -323.5% | -1.5% |
| 1Y | +5.5% | +260.4% | -254.9% | -16.6% |
| 3Y | +125.0% | +83.6% | +41.4% | +74.0% |
| All | +125.0% | +82.4% | +42.6% | +74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling