+730.4%
SW vs AEHR
+377.3%
+353.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -19.2% | +17.7% | -0.9% |
| 7D | +4.7% | -19.7% | +24.3% | +5.2% |
| 30D | +5.0% | -46.6% | +51.6% | +6.7% |
| 3M | -7.3% | -50.2% | +42.9% | -5.9% |
| 6M | +15.0% | -46.1% | +61.1% | +15.5% |
| YTD | +18.5% | +143.5% | -125.0% | +13.1% |
| 1Y | +27.1% | +91.1% | -63.9% | +22.1% |
| 3Y | +49.3% | +100.7% | -51.3% | +39.8% |
| 5Y | -1.6% | +91.1% | -92.8% | -9.0% |
| 10Y | +185.4% | +1,403.4% | -1,218.0% | +151.3% |
| All | +730.4% | +377.3% | +353.1% | +670.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling