+59.7%
WM vs AEHR
+107.1%
-47.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +9.0% | -11.0% | -2.0% |
| 7D | +1.2% | -2.4% | +3.6% | +1.2% |
| 30D | +13.1% | -40.1% | +53.1% | +12.8% |
| 3M | +3.6% | -46.3% | +49.9% | +3.4% |
| 6M | +8.1% | -44.6% | +52.7% | +8.0% |
| YTD | +8.9% | +165.3% | -156.4% | +7.1% |
| 1Y | +20.3% | +126.1% | -105.8% | +18.4% |
| 3Y | +46.2% | +132.2% | -86.0% | +41.9% |
| All | +59.7% | +107.1% | -47.3% | +52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling