+228.1%
AEHR vs WY
-5.4%
+233.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.1% | +13.2% | +13.1% |
| 7D | +6.7% | -2.6% | +9.4% | +7.4% |
| 30D | -12.7% | -10.9% | -1.8% | -9.8% |
| 3M | -26.0% | -6.0% | -20.0% | -24.8% |
| 6M | +102.2% | -5.6% | +107.8% | +102.6% |
| YTD | +327.2% | -1.1% | +328.4% | +322.3% |
| 1Y | +228.1% | -7.5% | +235.6% | +237.6% |
| All | +228.1% | -5.4% | +233.5% | +237.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling