+145.3%
AEHR vs NWSA
+18.2%
+127.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.7% | -10.3% | -3.8% |
| 7D | -5.7% | +4.3% | -10.0% | -2.5% |
| 30D | -41.7% | +5.6% | -47.3% | -39.2% |
| 3M | -44.6% | +7.3% | -51.9% | -41.3% |
| 6M | -28.9% | +18.8% | -47.8% | -21.9% |
| YTD | +201.3% | +17.9% | +183.5% | +230.9% |
| 1Y | +145.3% | +19.3% | +126.0% | +166.3% |
| All | +145.3% | +18.2% | +127.1% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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