+328.7%
WM vs AEHR
+1,804.8%
-1,476.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.6% | -11.5% | +0.1% |
| 7D | -0.5% | +16.2% | -16.7% | -0.5% |
| 30D | +13.3% | -29.3% | +42.6% | +13.5% |
| 3M | +4.4% | -42.0% | +46.4% | +4.6% |
| 6M | +10.8% | -38.5% | +49.3% | +10.8% |
| YTD | +9.1% | +196.2% | -187.2% | +6.2% |
| 1Y | +19.1% | +144.3% | -125.2% | +16.2% |
| 3Y | +45.7% | +158.0% | -112.4% | +39.8% |
| 5Y | +60.4% | +144.4% | -84.0% | +50.5% |
| 10Y | +328.7% | +1,867.4% | -1,538.7% | +267.4% |
| All | +328.7% | +1,804.8% | -1,476.1% | +267.4% |
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 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