+515.5%
AEHR vs PHM
+3,044.7%
-2,529.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.5% | +8.8% | +6.3% |
| 7D | +18.5% | -2.5% | +21.0% | +19.3% |
| 30D | -11.9% | -9.7% | -2.3% | -9.6% |
| 3M | -5.0% | +2.2% | -7.2% | -6.5% |
| 6M | +155.0% | -5.7% | +160.6% | +158.7% |
| YTD | +349.7% | +2.8% | +346.8% | +344.4% |
| 1Y | +260.4% | -14.4% | +274.8% | +275.6% |
| 3Y | +83.6% | +52.2% | +31.4% | +64.9% |
| 5Y | +917.8% | +154.3% | +763.6% | +715.0% |
| 10Y | +3,517.1% | +545.9% | +2,971.3% | +2,165.2% |
| All | +515.5% | +3,044.7% | -2,529.2% | +107.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling