+827.9%
AEHR vs PFG
+108.9%
+719.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -2.7% |
| 7D | +23.0% | -3.0% | +26.0% | +26.5% |
| 30D | -19.9% | +2.5% | -22.4% | -23.0% |
| 3M | +0.5% | +6.1% | -5.5% | -9.0% |
| 6M | +123.6% | +31.3% | +92.3% | +60.0% |
| YTD | +364.6% | +33.6% | +331.1% | +224.6% |
| 1Y | +255.3% | +48.5% | +206.8% | +121.2% |
| 3Y | +89.7% | +69.6% | +20.1% | -2.4% |
| 5Y | +827.9% | +111.5% | +716.4% | +279.7% |
| All | +827.9% | +108.9% | +719.0% | +279.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling