+917.3%
AEHR vs IWD
+745.9%
+171.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.4% | -6.8% | -6.8% |
| 7D | +24.2% | +1.7% | +22.5% | +22.5% |
| 30D | -21.2% | +3.2% | -24.5% | -23.3% |
| 3M | -52.8% | +2.3% | -55.1% | -53.8% |
| 6M | -36.9% | +12.9% | -49.8% | -43.2% |
| YTD | +202.3% | +26.2% | +176.1% | +152.6% |
| 1Y | +162.9% | +28.3% | +134.6% | +117.5% |
| 3Y | +149.1% | +84.4% | +64.8% | +58.7% |
| 5Y | +146.2% | +73.0% | +73.3% | +74.9% |
| 10Y | +1,921.2% | +203.3% | +1,717.8% | +859.8% |
| All | +917.3% | +745.9% | +171.4% | +137.7% |
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 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