-13.1%
SHW vs AEHR
+253.7%
-266.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -1.0% |
| 7D | -4.5% | +23.0% | -27.5% | -4.9% |
| 30D | -12.7% | -19.9% | +7.3% | -12.4% |
| 3M | +4.7% | +0.5% | +4.2% | +3.7% |
| 6M | -3.4% | +123.6% | -127.0% | -8.3% |
| YTD | -1.3% | +364.6% | -366.0% | -7.7% |
| All | -13.1% | +253.7% | -266.8% | -19.2% |
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