+57.7%
USAR vs AEHR
+86.3%
-28.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.8% | -4.1% | -5.6% |
| 7D | -9.3% | +23.0% | -32.3% | -13.7% |
| 30D | -15.2% | -19.9% | +4.8% | -11.9% |
| 3M | -21.1% | +0.5% | -21.6% | -23.8% |
| 6M | -21.6% | +123.6% | -145.1% | -34.3% |
| YTD | +34.8% | +364.6% | -329.8% | +2.6% |
| 1Y | +15.6% | +255.3% | -239.7% | -9.9% |
| All | +57.7% | +86.3% | -28.6% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling