+917.8%
AEHR vs PTC
+1.8%
+916.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.5% | +10.8% | +8.6% |
| 7D | +18.5% | -12.8% | +31.3% | +27.7% |
| 30D | -11.9% | -9.8% | -2.1% | -8.4% |
| 3M | -5.0% | -2.1% | -2.9% | -10.2% |
| 6M | +155.0% | -18.1% | +173.1% | +174.9% |
| YTD | +349.7% | -23.5% | +373.2% | +408.6% |
| 1Y | +260.4% | -37.4% | +297.8% | +394.8% |
| 3Y | +83.6% | -7.2% | +90.8% | +49.4% |
| 5Y | +917.8% | +2.7% | +915.2% | +561.5% |
| All | +917.8% | +1.8% | +916.0% | +561.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling