+1,380.0%
AEHR vs PFG
+985.4%
+394.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.2% | -6.8% |
| 7D | +6.4% | +2.4% | +4.0% | +5.6% |
| 30D | -20.3% | +5.9% | -26.2% | -21.7% |
| 3M | -53.8% | -0.4% | -53.3% | -53.9% |
| 6M | -44.8% | +14.8% | -59.7% | -47.8% |
| YTD | +182.2% | +31.9% | +150.3% | +156.5% |
| 1Y | +174.7% | +38.8% | +135.9% | +145.9% |
| 3Y | +143.5% | +82.4% | +61.1% | +101.9% |
| 5Y | +129.9% | +94.7% | +35.1% | +92.9% |
| 10Y | +1,786.8% | +187.0% | +1,599.8% | +1,268.8% |
| All | +1,380.0% | +985.4% | +394.6% | +483.7% |
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 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