+3,912.3%
AEHR vs WPM
+558.4%
+3,353.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.1% | +0.4% |
| 7D | +9.8% | -0.6% | +10.3% | +9.9% |
| 30D | -26.7% | +14.4% | -41.1% | -29.7% |
| 3M | -8.1% | +37.0% | -45.1% | -15.9% |
| 6M | +123.1% | +4.1% | +118.9% | +118.6% |
| YTD | +369.0% | +31.7% | +337.3% | +344.3% |
| 1Y | +256.4% | +44.2% | +212.2% | +233.5% |
| 3Y | +96.4% | +265.5% | -169.1% | +63.3% |
| 5Y | +836.6% | +262.5% | +574.1% | +672.3% |
| All | +3,912.3% | +558.4% | +3,353.9% | +3,218.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling