+158.0%
AEHR vs PRU
+55.2%
+102.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.4% | +9.3% | +9.6% |
| 7D | +16.2% | +3.2% | +13.0% | +13.1% |
| 30D | -29.3% | +7.9% | -37.3% | -34.6% |
| 3M | -42.0% | +1.8% | -43.8% | -43.5% |
| 6M | -38.5% | +24.1% | -62.6% | -51.6% |
| YTD | +196.2% | +12.4% | +183.9% | +155.4% |
| 1Y | +144.3% | +20.9% | +123.4% | +96.0% |
| 3Y | +158.0% | +55.5% | +102.6% | +17.8% |
| All | +158.0% | +55.2% | +102.9% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling