+293.4%
WBD vs AEHR
+3,253.0%
-2,959.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -1.1% |
| 7D | -1.7% | +19.1% | -20.8% | -2.8% |
| 30D | +3.9% | -10.0% | +13.9% | +4.1% |
| 3M | +5.1% | +1.3% | +3.8% | +3.2% |
| 6M | +0.6% | +133.8% | -133.2% | -7.6% |
| YTD | -3.2% | +373.3% | -376.5% | -15.9% |
| 1Y | +127.7% | +256.2% | -128.5% | +100.0% |
| 3Y | +146.6% | +93.2% | +53.3% | +113.5% |
| 5Y | +4.2% | +793.1% | -788.9% | -19.9% |
| 10Y | +13.7% | +3,753.2% | -3,739.5% | -24.3% |
| All | +293.4% | +3,253.0% | -2,959.6% | +125.3% |
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 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