+6,726.3%
AEHR vs NWSA
+123.2%
+6,603.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.1% | +6.1% |
| 7D | +18.5% | -2.6% | +21.2% | +19.8% |
| 30D | -11.9% | +4.6% | -16.5% | -14.2% |
| 3M | -5.0% | +10.2% | -15.2% | -11.6% |
| 6M | +155.0% | +21.6% | +133.3% | +125.2% |
| YTD | +349.7% | +14.6% | +335.0% | +305.0% |
| 1Y | +260.4% | +0.4% | +260.1% | +248.5% |
| 3Y | +83.6% | +45.0% | +38.6% | +49.2% |
| 5Y | +917.8% | +41.3% | +876.5% | +747.3% |
| 10Y | +3,517.1% | +142.8% | +3,374.3% | +2,421.1% |
| All | +6,726.3% | +123.2% | +6,603.2% | +5,116.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling