+255.3%
AEHR vs BBWI
-35.0%
+290.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.5% |
| 7D | +23.0% | -8.0% | +31.0% | +25.0% |
| 30D | -19.9% | -6.6% | -13.3% | -19.4% |
| 3M | +0.5% | -2.7% | +3.2% | -0.4% |
| 6M | +123.6% | -12.8% | +136.3% | +128.8% |
| YTD | +364.6% | -10.5% | +375.1% | +372.6% |
| 1Y | +255.3% | -35.3% | +290.7% | +321.9% |
| All | +255.3% | -35.0% | +290.3% | +321.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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