+9,484.4%
AEHR vs PBF
+303.9%
+9,180.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.3% | +14.4% | +13.3% |
| 7D | +6.7% | +4.3% | +2.5% | +6.0% |
| 30D | -12.7% | +22.0% | -34.7% | -15.6% |
| 3M | -26.0% | +74.5% | -100.5% | -32.8% |
| 6M | +102.2% | +67.7% | +34.5% | +80.6% |
| YTD | +327.2% | +179.2% | +148.1% | +248.5% |
| 1Y | +228.1% | +170.0% | +58.1% | +167.8% |
| 3Y | +67.0% | +66.4% | +0.7% | +42.8% |
| 5Y | +928.1% | +764.5% | +163.6% | +575.8% |
| 10Y | +3,269.5% | +358.5% | +2,911.0% | +1,968.5% |
| All | +9,484.4% | +303.9% | +9,180.6% | +6,915.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling