+827.9%
AEHR vs WPM
+252.7%
+575.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | +0.1% |
| 7D | +23.0% | -3.6% | +26.6% | +25.3% |
| 30D | -19.9% | +12.5% | -32.4% | -25.7% |
| 3M | +0.5% | +40.6% | -40.1% | -17.5% |
| 6M | +123.6% | +0.5% | +123.0% | +118.1% |
| YTD | +364.6% | +29.0% | +335.6% | +314.2% |
| 1Y | +255.3% | +43.8% | +211.5% | +205.5% |
| 3Y | +89.7% | +266.3% | -176.6% | +15.3% |
| 5Y | +827.9% | +255.1% | +572.8% | +605.2% |
| All | +827.9% | +252.7% | +575.2% | +605.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling