+827.9%
AEHR vs WU
-51.6%
+879.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | +23.0% | -5.0% | +28.0% | +25.9% |
| 30D | -19.9% | -2.3% | -17.7% | -19.5% |
| 3M | +0.5% | -3.2% | +3.7% | -2.3% |
| 6M | +123.6% | -25.0% | +148.6% | +150.9% |
| YTD | +364.6% | -21.7% | +386.3% | +399.7% |
| 1Y | +255.3% | -9.0% | +264.3% | +240.2% |
| 3Y | +89.7% | -28.9% | +118.6% | +110.8% |
| 5Y | +827.9% | -51.0% | +878.9% | +1,312.7% |
| All | +827.9% | -51.6% | +879.5% | +1,312.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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