+1,831.5%
AEHR vs PTC
+312.5%
+1,519.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.5% | -6.6% |
| 7D | +6.4% | +0.5% | +5.9% | +6.2% |
| 30D | -20.3% | +1.2% | -21.5% | -20.7% |
| 3M | -53.8% | +27.4% | -81.2% | -60.5% |
| 6M | -44.8% | +39.2% | -84.0% | -56.8% |
| YTD | +182.2% | +12.5% | +169.7% | +146.6% |
| 1Y | +174.7% | +12.3% | +162.5% | +140.5% |
| 3Y | +143.5% | +28.8% | +114.7% | +90.2% |
| 5Y | +129.9% | +60.9% | +69.0% | +62.9% |
| All | +1,831.5% | +312.5% | +1,519.1% | +675.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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