+7,210.0%
URI vs AEHR
+638.9%
+6,571.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +9.0% | -7.8% | +0.4% |
| 7D | -9.8% | -2.4% | -7.4% | -9.9% |
| 30D | +1.7% | -40.1% | +41.8% | +5.4% |
| 3M | -9.1% | -46.3% | +37.2% | -5.5% |
| 6M | +9.9% | -44.6% | +54.5% | +11.3% |
| YTD | +31.2% | +165.3% | -134.1% | +14.1% |
| 1Y | +25.9% | +126.1% | -100.2% | +10.8% |
| 3Y | +147.4% | +132.2% | +15.2% | +103.9% |
| 5Y | +179.7% | +108.3% | +71.5% | +120.0% |
| 10Y | +1,419.5% | +1,538.2% | -118.7% | +810.3% |
| All | +7,210.0% | +638.9% | +6,571.1% | +3,002.3% |
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