+1,397.6%
AEHR vs WCN
+6,767.3%
-5,369.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.3% | +5.4% |
| 7D | +18.5% | -0.4% | +19.0% | +18.6% |
| 30D | -11.9% | -2.1% | -9.8% | -11.8% |
| 3M | -5.0% | +6.4% | -11.4% | -6.4% |
| 6M | +155.0% | -3.7% | +158.6% | +154.1% |
| YTD | +349.7% | -6.4% | +356.0% | +350.6% |
| 1Y | +260.4% | -7.9% | +268.4% | +261.3% |
| 3Y | +83.6% | +20.8% | +62.8% | +76.0% |
| 5Y | +917.8% | +29.0% | +888.8% | +872.2% |
| 10Y | +3,517.1% | +236.4% | +3,280.8% | +3,042.2% |
| All | +1,397.6% | +6,767.3% | -5,369.8% | +1,148.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling