-2.6%
SW vs AEHR
+107.1%
-109.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +9.0% | -9.9% | -1.6% |
| 7D | +2.3% | -2.4% | +4.7% | +2.0% |
| 30D | +6.8% | -40.1% | +46.8% | +10.3% |
| 3M | -5.2% | -46.3% | +41.1% | -2.0% |
| 6M | +7.4% | -44.6% | +52.0% | +8.2% |
| YTD | +17.4% | +165.3% | -147.9% | +0.5% |
| 1Y | +27.1% | +126.1% | -99.0% | +10.1% |
| 3Y | +47.9% | +132.2% | -84.3% | +18.0% |
| All | -2.6% | +107.1% | -109.6% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling