+26.4%
USB vs AEHR
+154.4%
-128.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.6% | -9.1% | +1.7% |
| 7D | +0.8% | +16.2% | -15.4% | -0.8% |
| 30D | +6.8% | -29.3% | +36.1% | +8.7% |
| 3M | -3.8% | -42.0% | +38.2% | -1.2% |
| 6M | +11.7% | -38.5% | +50.2% | +11.4% |
| YTD | +17.5% | +196.2% | -178.8% | -1.1% |
| 1Y | +33.8% | +144.3% | -110.6% | +14.4% |
| 3Y | +104.2% | +158.0% | -53.8% | +60.0% |
| 5Y | +26.4% | +144.4% | -118.0% | -8.2% |
| All | +26.4% | +154.4% | -128.0% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling