+979.3%
WM vs AEHR
+263.2%
+716.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +9.0% | -11.0% | -2.2% |
| 7D | +1.2% | -2.4% | +3.6% | +1.1% |
| 30D | +13.1% | -40.1% | +53.1% | +13.9% |
| 3M | +3.6% | -46.3% | +49.9% | +4.4% |
| 6M | +8.1% | -44.6% | +52.7% | +8.1% |
| YTD | +8.9% | +165.3% | -156.4% | +4.2% |
| 1Y | +20.3% | +126.1% | -105.8% | +15.5% |
| 3Y | +46.2% | +132.2% | -86.0% | +37.1% |
| 5Y | +59.9% | +108.3% | -48.4% | +46.7% |
| 10Y | +345.6% | +1,538.2% | -1,192.6% | +266.1% |
| All | +979.3% | +263.2% | +716.1% | +650.4% |
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 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