+190.9%
WMB vs AEHR
+157.2%
+33.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | -6.9% | -8.5% | +1.6% | -6.7% |
| 30D | -7.2% | -29.6% | +22.5% | -6.5% |
| 3M | -5.4% | -43.9% | +38.5% | -4.4% |
| 6M | -4.9% | -38.7% | +33.9% | -4.8% |
| YTD | +14.7% | +195.0% | -180.4% | +8.2% |
| 1Y | +14.7% | +142.3% | -127.5% | +8.8% |
| 3Y | +116.4% | +143.1% | -26.8% | +99.5% |
| All | +190.9% | +157.2% | +33.7% | +147.9% |
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