+147.8%
SW vs AEHR
+3,282.7%
-3,135.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.1% | -11.8% | +0.7% |
| 7D | -5.1% | +6.7% | -11.8% | -5.4% |
| 30D | -4.6% | -12.7% | +8.1% | -4.3% |
| 3M | +9.4% | -26.0% | +35.4% | +9.5% |
| 6M | +3.5% | +102.2% | -98.7% | -1.1% |
| YTD | +22.0% | +327.2% | -305.2% | +12.9% |
| 1Y | +2.2% | +228.1% | -225.9% | -4.9% |
| 3Y | +19.6% | +67.0% | -47.5% | +8.9% |
| 5Y | -2.3% | +928.1% | -930.5% | -11.8% |
| All | +147.8% | +3,282.7% | -3,135.0% | +115.6% |
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