+3,912.3%
AEHR vs WCN
+235.9%
+3,676.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +9.8% | -3.1% | +12.9% | +10.9% |
| 30D | -26.7% | -3.4% | -23.3% | -26.1% |
| 3M | -8.1% | +3.0% | -11.1% | -11.3% |
| 6M | +123.1% | -3.8% | +126.8% | +120.2% |
| YTD | +369.0% | -8.3% | +377.3% | +376.0% |
| 1Y | +256.4% | -9.7% | +266.1% | +262.0% |
| 3Y | +96.4% | +17.2% | +79.2% | +65.5% |
| 5Y | +836.6% | +25.3% | +811.3% | +661.6% |
| All | +3,912.3% | +235.9% | +3,676.4% | +3,046.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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