+867.0%
AEHR vs IWD
+75.3%
+791.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +14.9% |
| 7D | +6.7% | -0.3% | +7.0% | +7.2% |
| 30D | -12.7% | +0.6% | -13.3% | -15.0% |
| 3M | -26.0% | +7.2% | -33.2% | -38.9% |
| 6M | +102.2% | +16.2% | +86.0% | +42.6% |
| YTD | +327.2% | +23.3% | +303.9% | +164.9% |
| 1Y | +228.1% | +29.6% | +198.5% | +84.6% |
| 3Y | +67.0% | +70.5% | -3.4% | -48.1% |
| All | +867.0% | +75.3% | +791.8% | +230.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling