+25.6%
SW vs AEHR
+149.1%
-123.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.5% |
| 7D | -2.9% | +6.4% | -9.3% | -3.4% |
| 30D | +5.0% | -20.3% | +25.3% | +5.9% |
| 3M | -13.7% | -53.8% | +40.1% | -10.0% |
| 6M | +8.0% | -44.8% | +52.8% | +8.5% |
| YTD | +14.0% | +182.2% | -168.3% | -10.3% |
| 1Y | +25.6% | +174.7% | -149.1% | -2.8% |
| All | +25.6% | +149.1% | -123.5% | -2.8% |
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 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