+228.1%
AEHR vs CDW
-5.0%
+233.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.0% | +14.1% | +13.1% |
| 7D | +6.7% | +3.2% | +3.6% | +6.6% |
| 30D | -12.7% | +9.3% | -22.0% | -12.9% |
| 3M | -26.0% | +9.8% | -35.8% | -25.1% |
| 6M | +102.2% | +23.3% | +78.9% | +96.1% |
| YTD | +327.2% | +13.7% | +313.6% | +328.0% |
| 1Y | +228.1% | -6.5% | +234.6% | +259.0% |
| All | +228.1% | -5.0% | +233.1% | +259.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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