+484.8%
AEHR vs PTC
+145.6%
+339.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -6.0% | +19.1% | +14.2% |
| 7D | +6.7% | -10.3% | +17.0% | +8.7% |
| 30D | -12.7% | +1.1% | -13.8% | -13.4% |
| 3M | -26.0% | +1.6% | -27.6% | -27.5% |
| 6M | +102.2% | -13.5% | +115.7% | +103.7% |
| YTD | +327.2% | -19.1% | +346.3% | +335.1% |
| 1Y | +228.1% | -33.9% | +262.0% | +248.7% |
| 3Y | +67.0% | -3.9% | +70.9% | +64.6% |
| 5Y | +928.1% | +6.0% | +922.1% | +911.6% |
| 10Y | +3,269.5% | +223.7% | +3,045.8% | +2,668.0% |
| All | +484.8% | +145.6% | +339.2% | +261.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling