+210.4%
URI vs AEHR
+889.0%
-678.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.7% | -0.1% |
| 7D | +2.5% | +18.5% | -16.0% | +0.3% |
| 30D | -12.5% | -11.9% | -0.6% | -11.8% |
| 3M | -6.2% | -5.0% | -1.2% | -8.4% |
| 6M | +25.9% | +155.0% | -129.1% | +5.1% |
| YTD | +26.2% | +349.7% | -323.5% | -4.3% |
| 1Y | +5.5% | +260.4% | -254.9% | -18.8% |
| 3Y | +125.0% | +83.6% | +41.4% | +71.3% |
| 5Y | +210.4% | +917.8% | -707.4% | +73.9% |
| All | +210.4% | +889.0% | -678.6% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling