+484.8%
AEHR vs WEC
+2,165.3%
-1,680.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.2% |
| 7D | +6.7% | -0.3% | +7.0% | +6.8% |
| 30D | -12.7% | -1.3% | -11.4% | -12.5% |
| 3M | -26.0% | -3.9% | -22.1% | -25.9% |
| 6M | +102.2% | -8.3% | +110.5% | +103.9% |
| YTD | +327.2% | +3.1% | +324.2% | +323.5% |
| 1Y | +228.1% | +1.9% | +226.2% | +225.6% |
| 3Y | +67.0% | +41.9% | +25.1% | +56.0% |
| 5Y | +928.1% | +30.8% | +897.3% | +859.5% |
| 10Y | +3,269.5% | +141.9% | +3,127.6% | +2,497.2% |
| All | +484.8% | +2,165.3% | -1,680.5% | +106.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling