+3,875.0%
AEHR vs WCC
+518.6%
+3,356.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | +0.1% |
| 7D | +23.0% | +1.7% | +21.3% | +22.0% |
| 30D | -19.9% | -6.1% | -13.9% | -16.2% |
| 3M | +0.5% | +3.1% | -2.6% | +2.2% |
| 6M | +123.6% | +28.2% | +95.3% | +108.9% |
| YTD | +364.6% | +41.1% | +323.5% | +321.9% |
| 1Y | +255.3% | +61.3% | +194.1% | +203.0% |
| 3Y | +89.7% | +123.6% | -33.9% | +37.0% |
| 5Y | +827.9% | +214.8% | +613.1% | +497.9% |
| All | +3,875.0% | +518.6% | +3,356.4% | +1,868.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling