+11.4%
WBD vs AEHR
+3,845.4%
-3,834.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | -0.7% | +9.8% | -10.5% | -1.5% |
| 30D | +1.4% | -26.7% | +28.1% | +3.4% |
| 3M | +4.4% | -8.1% | +12.5% | +2.9% |
| 6M | +0.8% | +123.1% | -122.2% | -9.4% |
| YTD | -2.7% | +369.0% | -371.7% | -19.1% |
| 1Y | +73.4% | +256.4% | -183.0% | +46.2% |
| 3Y | +142.1% | +96.4% | +45.8% | +98.8% |
| 5Y | +7.2% | +836.6% | -829.4% | -24.2% |
| All | +11.4% | +3,845.4% | -3,834.1% | -31.6% |
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