+184.4%
SW vs AEHR
+1,846.7%
-1,662.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | +2.2% | -8.5% | +10.7% | +2.4% |
| 30D | +7.4% | -29.6% | +37.1% | +8.5% |
| 3M | -5.9% | -43.9% | +38.0% | -4.6% |
| 6M | +9.0% | -38.7% | +47.7% | +9.0% |
| YTD | +18.1% | +195.0% | -176.9% | +10.4% |
| 1Y | +28.7% | +142.3% | -113.6% | +21.0% |
| 3Y | +48.8% | +143.1% | -94.4% | +35.4% |
| 5Y | +2.5% | +162.7% | -160.2% | -7.6% |
| 10Y | +184.4% | +1,940.1% | -1,755.6% | +164.5% |
| All | +184.4% | +1,846.7% | -1,662.3% | +164.5% |
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