+228.1%
AEHR vs IWD
+30.5%
+197.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +16.5% |
| 7D | +6.7% | -0.3% | +7.0% | +7.4% |
| 30D | -12.7% | +0.6% | -13.3% | -17.7% |
| 3M | -26.0% | +7.2% | -33.2% | -51.1% |
| 6M | +102.2% | +16.2% | +86.0% | -12.3% |
| YTD | +327.2% | +23.3% | +303.9% | +46.5% |
| 1Y | +228.1% | +29.6% | +198.5% | -4.1% |
| All | +228.1% | +30.5% | +197.6% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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