+31.1%
USB vs AEHR
+156.1%
-125.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.2% | +6.8% | -0.2% |
| 7D | +1.2% | +24.2% | -23.0% | +0.5% |
| 30D | +6.3% | -21.2% | +27.5% | +6.9% |
| 3M | -6.1% | -52.8% | +46.6% | -4.0% |
| 6M | +13.0% | -36.9% | +49.9% | +12.6% |
| YTD | +16.6% | +202.3% | -185.8% | +1.9% |
| 1Y | +31.1% | +162.9% | -131.8% | +16.5% |
| All | +31.1% | +156.1% | -125.0% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling