+1,929.6%
AEHR vs WCC
+1,713.7%
+215.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.9% | +9.2% | +11.9% |
| 7D | +6.7% | +4.5% | +2.3% | +5.4% |
| 30D | -12.7% | -5.8% | -6.9% | -10.6% |
| 3M | -26.0% | -3.7% | -22.4% | -23.6% |
| 6M | +102.2% | +23.1% | +79.1% | +98.5% |
| YTD | +327.2% | +44.2% | +283.1% | +304.7% |
| 1Y | +228.1% | +62.1% | +166.0% | +201.7% |
| 3Y | +67.0% | +121.1% | -54.1% | +42.0% |
| 5Y | +928.1% | +214.0% | +714.2% | +721.5% |
| 10Y | +3,269.5% | +472.8% | +2,796.7% | +2,121.6% |
| All | +1,929.6% | +1,713.7% | +215.9% | +821.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling