+145.3%
AEHR vs IWD
+33.0%
+112.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.6% | -9.2% | -17.3% |
| 7D | -5.7% | +2.5% | -8.3% | -16.6% |
| 30D | -41.7% | +6.0% | -47.7% | -56.4% |
| 3M | -44.6% | +3.8% | -48.4% | -55.5% |
| 6M | -28.9% | +16.3% | -45.3% | -70.1% |
| YTD | +201.3% | +27.5% | +173.9% | -15.2% |
| 1Y | +145.3% | +32.8% | +112.5% | -40.9% |
| All | +145.3% | +33.0% | +112.3% | -40.9% |
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