+1,137.6%
WMB vs AEHR
+484.8%
+652.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -13.0% | -0.6% |
| 7D | +0.6% | +6.7% | -6.2% | +0.2% |
| 30D | +3.3% | -12.7% | +15.9% | +3.7% |
| 3M | +3.1% | -26.0% | +29.1% | +3.3% |
| 6M | -0.7% | +102.2% | -102.9% | -7.2% |
| YTD | +25.2% | +327.2% | -302.1% | +11.3% |
| 1Y | +32.9% | +228.1% | -195.2% | +19.1% |
| 3Y | +140.6% | +67.0% | +73.5% | +113.7% |
| 5Y | +273.5% | +928.1% | -654.7% | +179.3% |
| 10Y | +334.2% | +3,269.5% | -2,935.3% | +169.1% |
| All | +1,137.6% | +484.8% | +652.8% | +536.3% |
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 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