+793.1%
AEHR vs WEC
+30.7%
+762.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.1% |
| 7D | +19.1% | +0.4% | +18.7% | +19.2% |
| 30D | -10.0% | +0.9% | -10.9% | -9.8% |
| 3M | +1.3% | -5.3% | +6.7% | +0.3% |
| 6M | +133.8% | -6.6% | +140.3% | +130.9% |
| YTD | +373.3% | +3.3% | +370.0% | +375.3% |
| 1Y | +256.2% | +2.1% | +254.1% | +257.6% |
| 3Y | +93.2% | +39.6% | +53.7% | +100.0% |
| 5Y | +793.1% | +31.2% | +761.9% | +838.5% |
| All | +793.1% | +30.7% | +762.4% | +838.5% |
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