+158.0%
AEHR vs IWD
+84.1%
+73.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.0% | +9.6% | +5.6% |
| 7D | +16.2% | +1.3% | +15.0% | +12.6% |
| 30D | -29.3% | +3.6% | -32.9% | -36.3% |
| 3M | -42.0% | +2.3% | -44.3% | -46.8% |
| 6M | -38.5% | +13.0% | -51.5% | -58.1% |
| YTD | +196.2% | +26.2% | +170.1% | +57.2% |
| 1Y | +144.3% | +30.5% | +113.9% | +19.9% |
| 3Y | +158.0% | +86.2% | +71.8% | -60.0% |
| All | +158.0% | +84.1% | +73.9% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling