+1,244.7%
AEHR vs PRU
+816.1%
+428.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | -8.5% | +3.8% | -12.3% | -9.7% |
| 30D | -29.6% | +9.0% | -38.6% | -31.9% |
| 3M | -43.9% | +2.1% | -46.0% | -44.6% |
| 6M | -38.7% | +25.4% | -64.1% | -43.7% |
| YTD | +195.0% | +13.5% | +181.5% | +181.4% |
| 1Y | +142.3% | +21.3% | +120.9% | +126.2% |
| 3Y | +143.1% | +55.1% | +88.0% | +112.2% |
| 5Y | +162.7% | +43.6% | +119.1% | +137.5% |
| 10Y | +1,940.1% | +99.2% | +1,840.8% | +1,489.3% |
| All | +1,244.7% | +816.1% | +428.6% | +424.5% |
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