+6,893.4%
URI vs AEHR
+1,089.8%
+5,803.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.3% |
| 3M | -6.7% | -26.0% | +19.3% | -6.3% |
| 6M | +19.0% | +102.2% | -83.2% | +8.0% |
| YTD | +25.5% | +327.2% | -301.7% | +5.9% |
| 1Y | +5.5% | +228.1% | -222.6% | -9.8% |
| 3Y | +111.3% | +67.0% | +44.3% | +79.3% |
| 5Y | +198.6% | +928.1% | -729.6% | +107.9% |
| 10Y | +1,179.9% | +3,269.5% | -2,089.6% | +628.0% |
| All | +6,893.4% | +1,089.8% | +5,803.6% | +2,778.6% |
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