+3,517.1%
AEHR vs PRU
+139.4%
+3,377.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.2% | +7.4% | +6.4% |
| 7D | +18.5% | +1.9% | +16.6% | +17.0% |
| 30D | -11.9% | -0.4% | -11.5% | -11.8% |
| 3M | -5.0% | +16.4% | -21.4% | -13.3% |
| 6M | +155.0% | +26.0% | +128.9% | +123.0% |
| YTD | +349.7% | +9.9% | +339.8% | +324.6% |
| 1Y | +260.4% | +18.8% | +241.7% | +226.3% |
| 3Y | +83.6% | +45.3% | +38.2% | +52.4% |
| 5Y | +917.8% | +45.6% | +872.3% | +756.4% |
| 10Y | +3,517.1% | +139.6% | +3,377.5% | +2,480.6% |
| All | +3,517.1% | +139.4% | +3,377.8% | +2,480.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling