+1,847.2%
AEHR vs PRU
+806.6%
+1,040.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.0% | +14.1% | +13.4% |
| 7D | +6.7% | +1.9% | +4.9% | +6.0% |
| 30D | -12.7% | +2.7% | -15.4% | -13.5% |
| 3M | -26.0% | +19.5% | -45.5% | -30.6% |
| 6M | +102.2% | +26.6% | +75.6% | +86.4% |
| YTD | +327.2% | +12.3% | +314.9% | +310.7% |
| 1Y | +228.1% | +18.0% | +210.1% | +210.3% |
| 3Y | +67.0% | +47.0% | +20.0% | +48.8% |
| 5Y | +928.1% | +48.4% | +879.7% | +825.3% |
| 10Y | +3,269.5% | +142.4% | +3,127.1% | +2,393.6% |
| All | +1,847.2% | +806.6% | +1,040.6% | +665.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling