+547.9%
AEHR vs PNC
+1,276.2%
-728.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.2% | +5.5% |
| 7D | +19.1% | -0.7% | +19.8% | +19.3% |
| 30D | -10.0% | -4.4% | -5.6% | -8.6% |
| 3M | +1.3% | +4.5% | -3.2% | -0.1% |
| 6M | +133.8% | +19.1% | +114.7% | +122.6% |
| YTD | +373.3% | +18.0% | +355.3% | +352.6% |
| 1Y | +256.2% | +24.1% | +232.1% | +236.4% |
| 3Y | +93.2% | +130.0% | -36.8% | +55.1% |
| 5Y | +793.1% | +50.4% | +742.7% | +712.1% |
| 10Y | +3,753.2% | +271.3% | +3,481.9% | +2,683.3% |
| All | +547.9% | +1,276.2% | -728.3% | +263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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