+7,551.9%
URI vs AEHR
+721.7%
+6,830.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -6.0% | -8.5% | +2.5% | -5.4% |
| 30D | +4.6% | -29.6% | +34.2% | +7.0% |
| 3M | -2.7% | -43.9% | +41.2% | +0.7% |
| 6M | +18.4% | -38.7% | +57.1% | +19.0% |
| YTD | +37.4% | +195.0% | -157.7% | +18.4% |
| 1Y | +30.4% | +142.3% | -111.9% | +14.0% |
| 3Y | +147.9% | +143.1% | +4.8% | +103.6% |
| 5Y | +202.1% | +162.7% | +39.4% | +133.5% |
| 10Y | +1,182.4% | +1,940.1% | -757.6% | +656.2% |
| All | +7,551.9% | +721.7% | +6,830.2% | +3,118.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling