+3,108.1%
AEHR vs WPM
+5,972.6%
-2,864.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.1% | +5.2% | +5.2% |
| 7D | +18.5% | +7.0% | +11.5% | +17.0% |
| 30D | -11.9% | +15.7% | -27.6% | -14.5% |
| 3M | -5.0% | +35.2% | -40.2% | -10.2% |
| 6M | +155.0% | +6.1% | +148.9% | +152.6% |
| YTD | +349.7% | +32.6% | +317.1% | +332.2% |
| 1Y | +260.4% | +46.9% | +213.5% | +241.7% |
| 3Y | +83.6% | +276.3% | -192.7% | +51.2% |
| 5Y | +917.8% | +260.0% | +657.8% | +738.4% |
| 10Y | +3,517.1% | +508.5% | +3,008.6% | +2,548.2% |
| All | +3,108.1% | +5,972.6% | -2,864.5% | +1,437.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling