+793.1%
AEHR vs PBF
+817.4%
-24.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.3% | +5.6% | +5.3% |
| 7D | +19.1% | +1.4% | +17.7% | +18.7% |
| 30D | -10.0% | +15.8% | -25.9% | -13.0% |
| 3M | +1.3% | +90.3% | -88.9% | -12.4% |
| 6M | +133.8% | +102.8% | +30.9% | +91.8% |
| YTD | +373.3% | +187.3% | +186.0% | +250.6% |
| 1Y | +256.2% | +161.8% | +94.3% | +167.6% |
| 3Y | +93.2% | +55.5% | +37.8% | +52.5% |
| 5Y | +793.1% | +801.9% | -8.8% | +438.4% |
| All | +793.1% | +817.4% | -24.3% | +438.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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