+179.2%
URI vs AEHR
+107.1%
+72.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +9.0% | -7.8% | 0.0% |
| 7D | -9.8% | -2.4% | -7.4% | -10.0% |
| 30D | +1.7% | -40.1% | +41.8% | +7.4% |
| 3M | -9.1% | -46.3% | +37.2% | -3.7% |
| 6M | +9.9% | -44.6% | +54.5% | +11.8% |
| YTD | +31.2% | +165.3% | -134.1% | +3.1% |
| 1Y | +25.9% | +126.1% | -100.2% | +0.9% |
| 3Y | +147.4% | +132.2% | +15.2% | +74.9% |
| All | +179.2% | +107.1% | +72.1% | +62.0% |
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 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