+146.2%
AEHR vs WEC
+55.1%
+91.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | +24.2% | -0.7% | +24.9% | +23.9% |
| 30D | -21.2% | +11.0% | -32.2% | -18.9% |
| 3M | -52.8% | +8.6% | -61.4% | -51.5% |
| 6M | -36.9% | +6.2% | -43.1% | -35.5% |
| YTD | +202.3% | +14.3% | +188.0% | +212.2% |
| 1Y | +162.9% | +8.4% | +154.5% | +169.9% |
| 3Y | +149.1% | +62.9% | +86.3% | +161.6% |
| 5Y | +146.2% | +55.8% | +90.4% | +130.4% |
| All | +146.2% | +55.1% | +91.2% | +130.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling