+19.6%
SW vs AEHR
+68.0%
-48.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.1% | -11.8% | +0.1% |
| 7D | -5.1% | +6.7% | -11.8% | -5.7% |
| 30D | -4.6% | -12.7% | +8.1% | -4.1% |
| 3M | +9.4% | -26.0% | +35.4% | +9.7% |
| 6M | +3.5% | +102.2% | -98.7% | -7.9% |
| YTD | +22.0% | +327.2% | -305.2% | -0.4% |
| 1Y | +2.2% | +228.1% | -225.9% | -15.5% |
| All | +19.6% | +68.0% | -48.5% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling