+712.1%
AEHR vs BBWI
-67.2%
+779.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | -2.1% |
| 7D | +9.8% | -4.8% | +14.6% | +11.9% |
| 30D | -26.7% | +3.5% | -30.2% | -29.4% |
| 3M | -8.1% | -0.3% | -7.8% | -11.4% |
| 6M | +123.1% | -5.4% | +128.4% | +117.4% |
| YTD | +369.0% | -4.7% | +373.7% | +349.9% |
| 1Y | +256.4% | -30.5% | +286.9% | +294.9% |
| 3Y | +96.4% | -44.3% | +140.7% | +132.6% |
| All | +712.1% | -67.2% | +779.3% | +1,413.6% |
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