+288.5%
WMB vs AEHR
+922.4%
-633.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.3% | -3.0% | +2.1% |
| 7D | +0.8% | +18.5% | -17.7% | +0.3% |
| 30D | +7.7% | -11.9% | +19.6% | +7.9% |
| 3M | +6.7% | -5.0% | +11.7% | +6.1% |
| 6M | +3.6% | +155.0% | -151.3% | -0.8% |
| YTD | +28.0% | +349.7% | -321.7% | +19.9% |
| 1Y | +37.6% | +260.4% | -222.8% | +29.3% |
| 3Y | +149.0% | +83.6% | +65.4% | +134.0% |
| All | +288.5% | +922.4% | -633.9% | +230.4% |
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 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