+98.2%
AEHR vs CDW
-30.2%
+128.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.7% | +6.0% |
| 7D | +19.1% | -4.2% | +23.3% | +21.0% |
| 30D | -10.0% | +4.9% | -14.9% | -13.5% |
| 3M | +1.3% | +7.3% | -6.0% | -5.8% |
| 6M | +133.8% | +19.2% | +114.6% | +90.3% |
| YTD | +373.3% | +6.2% | +367.1% | +315.0% |
| 1Y | +256.2% | -14.0% | +270.2% | +289.6% |
| All | +98.2% | -30.2% | +128.4% | +134.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling