+286.3%
AEHR vs PTC
+241.3%
+45.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.5% | -6.6% |
| 7D | +6.4% | +0.5% | +5.9% | +6.3% |
| 30D | -20.3% | +1.2% | -21.5% | -20.5% |
| 3M | -53.8% | +27.4% | -81.2% | -56.6% |
| 6M | -44.8% | +39.2% | -84.0% | -49.8% |
| YTD | +182.2% | +12.5% | +169.7% | +166.5% |
| 1Y | +174.7% | +12.3% | +162.5% | +159.7% |
| 3Y | +143.5% | +28.8% | +114.7% | +124.0% |
| 5Y | +129.9% | +60.9% | +69.0% | +107.3% |
| 10Y | +1,786.8% | +316.6% | +1,470.2% | +1,352.3% |
| All | +286.3% | +241.3% | +45.0% | +121.3% |
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