+74.9%
USAR vs AEHR
+73.6%
+1.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +13.1% | -13.6% | -3.3% |
| 7D | -2.1% | +6.7% | -8.9% | -3.7% |
| 30D | +2.6% | -12.7% | +15.3% | +4.4% |
| 3M | -35.0% | -26.0% | -9.0% | -32.9% |
| 6M | -6.9% | +102.2% | -109.1% | -20.0% |
| YTD | +48.0% | +327.2% | -279.3% | +15.6% |
| 1Y | +24.8% | +228.1% | -203.3% | -0.4% |
| 3Y | +73.2% | +67.0% | +6.2% | +31.9% |
| All | +74.9% | +73.6% | +1.2% | +33.1% |
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 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