+1,581.2%
HWM vs AEHR
+2,653.9%
-1,072.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.8% | 0.0% |
| 7D | -8.0% | +19.1% | -27.1% | -9.5% |
| 30D | -18.0% | -10.0% | -8.0% | -17.8% |
| 3M | -9.5% | +1.3% | -10.8% | -11.5% |
| 6M | -8.4% | +133.8% | -142.1% | -18.0% |
| YTD | +13.6% | +373.3% | -359.7% | -5.2% |
| 1Y | +30.2% | +256.2% | -225.9% | +10.3% |
| 3Y | +392.2% | +93.2% | +299.0% | +310.6% |
| 5Y | +645.2% | +793.1% | -147.9% | +401.0% |
| All | +1,581.2% | +2,653.9% | -1,072.7% | +710.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling