+145.3%
AEHR vs WPM
+38.8%
+106.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +12.0% | -18.5% | -16.4% |
| 7D | -5.7% | +3.9% | -9.6% | -9.8% |
| 30D | -41.7% | -3.5% | -38.2% | -40.3% |
| 3M | -44.6% | +14.1% | -58.7% | -54.1% |
| 6M | -28.9% | +6.2% | -35.2% | -36.2% |
| YTD | +201.3% | +12.4% | +188.9% | +149.3% |
| 1Y | +145.3% | +40.0% | +105.4% | +67.4% |
| All | +145.3% | +38.8% | +106.5% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling