+1,337.7%
AEHR vs IWD
+726.5%
+611.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.7% |
| 7D | +6.7% | -0.3% | +7.0% | +6.9% |
| 30D | -12.7% | +0.6% | -13.3% | -13.5% |
| 3M | -26.0% | +7.2% | -33.2% | -30.6% |
| 6M | +102.2% | +16.2% | +86.0% | +80.3% |
| YTD | +327.2% | +23.3% | +303.9% | +263.8% |
| 1Y | +228.1% | +29.6% | +198.5% | +170.1% |
| 3Y | +67.0% | +70.5% | -3.4% | +13.6% |
| 5Y | +928.1% | +73.5% | +854.7% | +631.3% |
| 10Y | +3,269.5% | +198.3% | +3,071.2% | +1,519.6% |
| All | +1,337.7% | +726.5% | +611.2% | +242.4% |
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