+198.7%
WELL vs AEHR
+89.8%
+108.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.8% | -0.6% |
| 7D | -1.1% | +19.1% | -20.2% | -1.3% |
| 30D | +0.7% | -10.0% | +10.8% | +0.8% |
| 3M | +14.5% | +1.3% | +13.2% | +14.2% |
| 6M | +14.4% | +133.8% | -119.4% | +11.2% |
| YTD | +28.5% | +373.3% | -344.8% | +22.9% |
| 1Y | +41.8% | +256.2% | -214.4% | +36.0% |
| All | +198.7% | +89.8% | +108.9% | +216.4% |
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 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