+1,773.8%
HWM vs AEHR
+2,385.9%
-612.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +13.1% | -13.6% | -1.5% |
| 7D | -2.1% | +6.7% | -8.9% | -2.7% |
| 30D | -11.0% | -12.7% | +1.7% | -10.5% |
| 3M | +4.0% | -26.0% | +30.0% | +4.4% |
| 6M | -0.2% | +102.2% | -102.4% | -9.6% |
| YTD | +26.7% | +327.2% | -300.6% | +6.7% |
| 1Y | +44.7% | +228.1% | -183.4% | +23.4% |
| 3Y | +426.1% | +67.0% | +359.0% | +344.6% |
| 5Y | +738.5% | +928.1% | -189.6% | +456.7% |
| All | +1,773.8% | +2,385.9% | -612.1% | +811.8% |
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