+4.4%
HWM vs AEHR
+147.2%
-142.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.6% | +2.3% | -3.7% |
| 7D | +9.4% | -5.7% | +15.1% | +9.6% |
| 30D | -7.0% | -41.7% | +34.8% | -3.4% |
| 3M | -25.9% | -44.6% | +18.8% | -23.2% |
| 6M | -10.8% | -28.9% | +18.1% | -12.4% |
| YTD | +4.3% | +201.3% | -197.0% | -18.3% |
| 1Y | +4.4% | +145.3% | -140.9% | -17.2% |
| All | +4.4% | +147.2% | -142.8% | -17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling