+19.0%
URI vs AEHR
+95.9%
-76.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +13.1% | -11.5% | +0.5% |
| 7D | -2.0% | +6.7% | -8.7% | -2.6% |
| 30D | -12.9% | -12.7% | -0.3% | -12.2% |
| 3M | -6.7% | -26.0% | +19.3% | -5.7% |
| 6M | +19.0% | +102.2% | -83.2% | +1.0% |
| All | +19.0% | +95.9% | -76.9% | +1.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling