+712.1%
AEHR vs WTW
+42.0%
+670.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +9.8% | -5.7% | +15.5% | +10.7% |
| 30D | -26.7% | -7.3% | -19.5% | -26.0% |
| 3M | -8.1% | +21.5% | -29.6% | -13.3% |
| 6M | +123.1% | +9.6% | +113.4% | +116.2% |
| YTD | +369.0% | -3.3% | +372.3% | +376.1% |
| 1Y | +256.4% | -6.1% | +262.5% | +267.0% |
| 3Y | +96.4% | +61.8% | +34.5% | +13.4% |
| All | +712.1% | +42.0% | +670.1% | +426.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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