+256.4%
AEHR vs PFG
+49.5%
+206.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.3% |
| 7D | +9.8% | -0.4% | +10.2% | +10.0% |
| 30D | -26.7% | +2.9% | -29.6% | -28.4% |
| 3M | -8.1% | +6.7% | -14.8% | -14.4% |
| 6M | +123.1% | +33.8% | +89.3% | +54.6% |
| YTD | +369.0% | +35.0% | +334.0% | +217.6% |
| 1Y | +256.4% | +46.4% | +210.0% | +120.6% |
| All | +256.4% | +49.5% | +206.9% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling