+91.7%
USB vs AEHR
+1,574.1%
-1,482.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.0% | -9.5% | -1.0% |
| 7D | 0.0% | -2.4% | +2.4% | -0.2% |
| 30D | +5.8% | -40.1% | +45.9% | +8.5% |
| 3M | -6.0% | -46.3% | +40.3% | -3.5% |
| 6M | +7.8% | -44.6% | +52.4% | +8.3% |
| YTD | +14.6% | +165.3% | -150.7% | +1.8% |
| 1Y | +31.8% | +126.1% | -94.4% | +18.1% |
| 3Y | +91.5% | +132.2% | -40.7% | +62.2% |
| 5Y | +22.0% | +108.3% | -86.2% | -0.2% |
| All | +91.7% | +1,574.1% | -1,482.3% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling