+515.5%
AEHR vs GWW
+4,261.0%
-3,745.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.7% | +7.9% | +6.2% |
| 7D | +18.5% | -1.5% | +20.1% | +19.1% |
| 30D | -11.9% | +1.1% | -13.0% | -12.4% |
| 3M | -5.0% | -1.0% | -4.0% | -5.2% |
| 6M | +155.0% | +16.3% | +138.6% | +141.4% |
| YTD | +349.7% | +28.5% | +321.2% | +312.8% |
| 1Y | +260.4% | +30.3% | +230.2% | +230.1% |
| 3Y | +83.6% | +91.6% | -8.0% | +48.4% |
| 5Y | +917.8% | +224.0% | +693.9% | +609.3% |
| 10Y | +3,517.1% | +551.3% | +2,965.8% | +1,872.0% |
| All | +515.5% | +4,261.0% | -3,745.5% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 all: compounded portfolio wealth divided by compounded GWW 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…
all analysis · Full analysis span regression · 6 months rolling