+1,520.0%
HWM vs AEHR
+1,795.7%
-275.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +10.4% | -8.2% | +1.4% |
| 7D | +5.0% | +8.1% | -3.2% | +4.1% |
| 30D | +1.5% | -15.9% | +17.4% | +2.3% |
| 3M | -20.3% | -43.9% | +23.5% | -17.6% |
| 6M | -18.0% | -37.1% | +19.1% | -17.9% |
| YTD | +9.5% | +225.8% | -216.3% | -6.6% |
| 1Y | +7.5% | +184.0% | -176.6% | -7.5% |
| 3Y | +355.7% | +168.5% | +187.2% | +266.6% |
| 5Y | +610.2% | +186.2% | +424.0% | +424.6% |
| 10Y | +1,516.8% | +2,078.1% | -561.4% | +709.2% |
| All | +1,520.0% | +1,795.7% | -275.6% | +698.3% |
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