+827.9%
AEHR vs PEG
+35.4%
+792.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | +23.0% | -0.9% | +23.9% | +23.4% |
| 30D | -19.9% | -2.8% | -17.2% | -19.1% |
| 3M | +0.5% | -6.9% | +7.5% | +2.5% |
| 6M | +123.6% | -11.4% | +135.0% | +132.7% |
| YTD | +364.6% | -7.4% | +372.0% | +374.9% |
| 1Y | +255.3% | -8.3% | +263.6% | +265.0% |
| 3Y | +89.7% | +31.5% | +58.2% | +72.2% |
| 5Y | +827.9% | +38.0% | +789.9% | +779.1% |
| All | +827.9% | +35.4% | +792.5% | +779.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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