+1,513.6%
HWM vs AEHR
+1,659.1%
-145.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.2% | +6.8% | +0.2% |
| 7D | +11.1% | +24.2% | -13.0% | +9.0% |
| 30D | +3.0% | -21.2% | +24.2% | +4.3% |
| 3M | -20.7% | -52.8% | +32.0% | -16.8% |
| 6M | -17.2% | -36.9% | +19.7% | -17.1% |
| YTD | +9.1% | +202.3% | -193.3% | -6.4% |
| 1Y | +9.0% | +162.9% | -153.8% | -5.6% |
| 3Y | +353.8% | +149.1% | +204.7% | +267.4% |
| 5Y | +608.0% | +146.2% | +461.8% | +429.4% |
| 10Y | +1,510.3% | +1,921.2% | -410.9% | +710.9% |
| All | +1,513.6% | +1,659.1% | -145.5% | +700.0% |
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