+896.8%
AEHR vs IWD
+745.6%
+151.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.0% | +9.6% | +9.8% |
| 7D | +16.2% | +1.3% | +15.0% | +15.3% |
| 30D | -29.3% | +3.6% | -32.9% | -31.4% |
| 3M | -42.0% | +2.3% | -44.3% | -43.3% |
| 6M | -38.5% | +13.0% | -51.5% | -44.7% |
| YTD | +196.2% | +26.2% | +170.1% | +147.4% |
| 1Y | +144.3% | +30.5% | +113.9% | +98.9% |
| 3Y | +158.0% | +86.2% | +71.8% | +63.0% |
| 5Y | +144.4% | +72.9% | +71.5% | +73.6% |
| 10Y | +1,867.4% | +205.0% | +1,662.4% | +829.9% |
| All | +896.8% | +745.6% | +151.3% | +132.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling