+15.8%
EW vs AEHR
+80.3%
-64.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.3% | -8.8% | -3.6% |
| 7D | -4.4% | +18.5% | -23.0% | -4.8% |
| 30D | -3.3% | -11.9% | +8.6% | -3.3% |
| 3M | +1.0% | -5.0% | +6.0% | +0.5% |
| 6M | +6.2% | +155.0% | -148.7% | +1.7% |
| YTD | +1.7% | +349.7% | -348.0% | -4.1% |
| 1Y | +8.1% | +260.4% | -252.3% | +2.0% |
| All | +15.8% | +80.3% | -64.5% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 3y: compounded portfolio wealth divided by compounded AEHR 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…
3y analysis · Full analysis span regression · 6 months rolling