+145.3%
AEHR vs PHM
+16.2%
+129.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +7.2% | -13.7% | -8.7% |
| 7D | -5.7% | +13.6% | -19.3% | -11.3% |
| 30D | -41.7% | +19.3% | -61.0% | -47.0% |
| 3M | -44.6% | +3.5% | -48.1% | -45.1% |
| 6M | -28.9% | +18.6% | -47.5% | -40.2% |
| YTD | +201.3% | +16.7% | +184.6% | +146.5% |
| 1Y | +145.3% | +14.6% | +130.7% | +103.2% |
| All | +145.3% | +16.2% | +129.1% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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