+827.9%
AEHR vs PHM
+149.8%
+678.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -0.1% |
| 7D | +23.0% | -6.4% | +29.4% | +29.3% |
| 30D | -19.9% | -12.1% | -7.9% | -12.2% |
| 3M | +0.5% | -1.5% | +2.1% | -2.1% |
| 6M | +123.6% | -6.0% | +129.6% | +130.0% |
| YTD | +364.6% | -0.3% | +364.9% | +348.3% |
| 1Y | +255.3% | -13.3% | +268.7% | +286.7% |
| 3Y | +89.7% | +47.6% | +42.1% | +22.9% |
| 5Y | +827.9% | +154.7% | +673.2% | +297.8% |
| All | +827.9% | +149.8% | +678.1% | +297.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling