+836.6%
AEHR vs PRU
+48.6%
+788.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.0% | +14.1% | +14.0% |
| 7D | +6.7% | +1.9% | +4.9% | +4.6% |
| 30D | -12.7% | +2.7% | -15.4% | -15.0% |
| 3M | -26.0% | +19.5% | -45.5% | -38.7% |
| 6M | +102.2% | +26.6% | +75.6% | +58.7% |
| YTD | +327.2% | +12.3% | +314.9% | +275.4% |
| 1Y | +228.1% | +18.0% | +210.1% | +174.2% |
| 3Y | +67.0% | +47.0% | +20.0% | +11.9% |
| All | +836.6% | +48.6% | +788.0% | +523.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling