+1,831.5%
AEHR vs WEC
+197.9%
+1,633.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -6.5% |
| 7D | +6.4% | +2.3% | +4.0% | +6.6% |
| 30D | -20.3% | +11.1% | -31.4% | -19.3% |
| 3M | -53.8% | +8.4% | -62.2% | -53.3% |
| 6M | -44.8% | +7.5% | -52.3% | -44.3% |
| YTD | +182.2% | +15.3% | +166.9% | +186.0% |
| 1Y | +174.7% | +9.7% | +165.0% | +177.9% |
| 3Y | +143.5% | +64.7% | +78.8% | +147.9% |
| 5Y | +129.9% | +57.3% | +72.6% | +132.3% |
| All | +1,831.5% | +197.9% | +1,633.6% | +1,676.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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