+920.6%
USB vs AEHR
+233.3%
+687.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -19.2% | +17.1% | -1.2% |
| 7D | -1.5% | -19.7% | +18.2% | -0.7% |
| 30D | +4.3% | -46.6% | +50.9% | +7.0% |
| 3M | -6.1% | -50.2% | +44.2% | -3.7% |
| 6M | +9.4% | -46.1% | +55.5% | +10.1% |
| YTD | +15.2% | +143.5% | -128.3% | +5.8% |
| 1Y | +32.8% | +91.1% | -58.3% | +23.3% |
| 3Y | +91.3% | +100.7% | -9.4% | +70.5% |
| 5Y | +22.7% | +91.1% | -68.5% | +5.8% |
| 10Y | +97.0% | +1,403.4% | -1,306.3% | +44.3% |
| All | +920.6% | +233.3% | +687.3% | +509.6% |
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