+63.8%
EW vs AEHR
+172.8%
-109.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.4% | -8.7% | +1.5% |
| 7D | +6.5% | +8.1% | -1.6% | +6.2% |
| 30D | +22.5% | -15.9% | +38.3% | +22.6% |
| 3M | +13.0% | -43.9% | +56.8% | +13.8% |
| 6M | +37.1% | -37.1% | +74.2% | +37.0% |
| YTD | +24.1% | +225.8% | -201.7% | +17.4% |
| 1Y | +24.2% | +184.0% | -159.8% | +17.7% |
| All | +63.8% | +172.8% | -109.0% | +58.1% |
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