+228.1%
AEHR vs PHM
-6.9%
+235.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.1% | +13.0% | +13.0% |
| 7D | +6.7% | -3.2% | +9.9% | +9.1% |
| 30D | -12.7% | -6.4% | -6.2% | -9.1% |
| 3M | -26.0% | +5.5% | -31.5% | -32.9% |
| 6M | +102.2% | -5.4% | +107.7% | +97.9% |
| YTD | +327.2% | +6.6% | +320.7% | +275.5% |
| 1Y | +228.1% | -8.8% | +237.0% | +214.6% |
| All | +228.1% | -6.9% | +235.1% | +214.6% |
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