+98.2%
AEHR vs PFG
+67.4%
+30.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.1% | +6.0% |
| 7D | +19.1% | +3.2% | +15.9% | +14.6% |
| 30D | -10.0% | +0.9% | -11.0% | -11.7% |
| 3M | +1.3% | +7.7% | -6.4% | -8.4% |
| 6M | +133.8% | +29.0% | +104.8% | +76.5% |
| YTD | +373.3% | +32.5% | +340.8% | +247.1% |
| 1Y | +256.2% | +47.3% | +208.9% | +136.8% |
| All | +98.2% | +67.4% | +30.8% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling