+98.2%
AEHR vs BBWI
-47.8%
+146.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.3% | +11.6% | +8.0% |
| 7D | +19.1% | -4.4% | +23.5% | +21.0% |
| 30D | -10.0% | -7.4% | -2.6% | -8.8% |
| 3M | +1.3% | -2.2% | +3.6% | -1.0% |
| 6M | +133.8% | -16.3% | +150.1% | +142.7% |
| YTD | +373.3% | -9.1% | +382.4% | +366.7% |
| 1Y | +256.2% | -34.5% | +290.7% | +311.2% |
| All | +98.2% | -47.8% | +146.0% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling