+98.2%
AEHR vs PHM
+50.2%
+48.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.2% | +6.0% |
| 7D | +19.1% | -3.9% | +22.9% | +22.3% |
| 30D | -10.0% | -8.6% | -1.5% | -4.6% |
| 3M | +1.3% | -2.9% | +4.3% | -0.2% |
| 6M | +133.8% | -5.7% | +139.5% | +138.2% |
| YTD | +373.3% | +1.9% | +371.4% | +347.1% |
| 1Y | +256.2% | -12.3% | +268.5% | +280.4% |
| All | +98.2% | +50.2% | +48.0% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling