+547.9%
AEHR vs WY
+157.4%
+390.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +5.4% |
| 7D | +19.1% | -1.7% | +20.8% | +19.8% |
| 30D | -10.0% | -9.9% | -0.2% | -7.1% |
| 3M | +1.3% | -7.5% | +8.8% | +3.0% |
| 6M | +133.8% | -5.1% | +138.9% | +136.3% |
| YTD | +373.3% | -2.1% | +375.4% | +373.0% |
| 1Y | +256.2% | -7.3% | +263.5% | +261.6% |
| 3Y | +93.2% | -22.6% | +115.9% | +109.9% |
| 5Y | +793.1% | -19.8% | +812.9% | +885.6% |
| 10Y | +3,753.2% | +9.6% | +3,743.7% | +3,611.3% |
| All | +547.9% | +157.4% | +390.5% | +389.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling