+143.1%
AEHR vs CDW
-15.4%
+158.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -1.6% |
| 7D | -8.5% | +13.1% | -21.6% | -13.1% |
| 30D | -29.6% | +19.1% | -48.7% | -34.8% |
| 3M | -43.9% | +24.7% | -68.6% | -50.3% |
| 6M | -38.7% | +63.4% | -102.1% | -56.5% |
| YTD | +195.0% | +26.3% | +168.7% | +139.2% |
| 1Y | +142.3% | +20.6% | +121.7% | +106.7% |
| 3Y | +143.1% | -16.3% | +159.5% | +152.9% |
| All | +143.1% | -15.4% | +158.6% | +152.9% |
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