+145.3%
AEHR vs IWF
-1.6%
+147.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.4% | -6.9% | -8.1% |
| 7D | -5.7% | -4.2% | -1.6% | +12.5% |
| 30D | -41.7% | -8.1% | -33.6% | -16.7% |
| 3M | -44.6% | -5.1% | -39.6% | -29.7% |
| 6M | -28.9% | -1.4% | -27.5% | -16.7% |
| YTD | +201.3% | -0.1% | +201.4% | +217.0% |
| 1Y | +145.3% | -1.3% | +146.6% | +169.2% |
| All | +145.3% | -1.6% | +147.0% | +169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 1y: compounded portfolio wealth divided by compounded IWF 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…
1y analysis · Full analysis span regression · 6 months rolling