+7,595.3%
EW vs AEHR
+874.5%
+6,720.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.4% | -8.7% | +1.3% |
| 7D | +6.5% | +8.1% | -1.6% | +6.0% |
| 30D | +22.5% | -15.9% | +38.3% | +22.8% |
| 3M | +13.0% | -43.9% | +56.8% | +14.6% |
| 6M | +37.1% | -37.1% | +74.2% | +36.9% |
| YTD | +24.1% | +225.8% | -201.7% | +14.4% |
| 1Y | +24.2% | +184.0% | -159.8% | +15.0% |
| 3Y | +64.8% | +168.5% | -103.7% | +47.3% |
| 5Y | -7.4% | +186.2% | -193.7% | -20.4% |
| 10Y | +248.8% | +2,078.1% | -1,829.4% | +157.7% |
| All | +7,595.3% | +874.5% | +6,720.8% | +4,748.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling