+2,258.2%
AEHR vs PFG
+999.6%
+1,258.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.4% | +6.7% | +5.7% |
| 7D | +18.5% | +6.0% | +12.5% | +16.0% |
| 30D | -11.9% | +2.2% | -14.1% | -12.8% |
| 3M | -5.0% | +10.4% | -15.4% | -8.9% |
| 6M | +155.0% | +27.8% | +127.2% | +133.8% |
| YTD | +349.7% | +33.6% | +316.0% | +306.9% |
| 1Y | +260.4% | +49.3% | +211.1% | +215.6% |
| 3Y | +83.6% | +69.7% | +13.9% | +55.7% |
| 5Y | +917.8% | +111.3% | +806.5% | +735.9% |
| 10Y | +3,517.1% | +240.3% | +3,276.9% | +2,412.6% |
| All | +2,258.2% | +999.6% | +1,258.6% | +826.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling