+127.0%
AEHR vs BBWI
-67.6%
+194.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.1% | -7.3% |
| 7D | +6.4% | +0.1% | +6.2% | +6.4% |
| 30D | -20.3% | +12.9% | -33.2% | -25.3% |
| 3M | -53.8% | +16.0% | -69.8% | -58.4% |
| 6M | -44.8% | +16.6% | -61.4% | -51.7% |
| YTD | +182.2% | +9.7% | +172.5% | +149.5% |
| 1Y | +174.7% | +1.5% | +173.2% | +145.0% |
| 3Y | +143.5% | -21.4% | +164.9% | +138.1% |
| All | +127.0% | -67.6% | +194.6% | +307.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling