+303.9%
AEHR vs PTC
+242.3%
+61.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -8.5% | +1.3% | -9.8% | -8.7% |
| 30D | -29.6% | +1.1% | -30.7% | -29.7% |
| 3M | -43.9% | +30.1% | -74.1% | -47.6% |
| 6M | -38.7% | +34.0% | -72.8% | -43.9% |
| YTD | +195.0% | +12.8% | +182.2% | +178.5% |
| 1Y | +142.3% | +10.7% | +131.5% | +129.7% |
| 3Y | +143.1% | +29.6% | +113.5% | +123.4% |
| 5Y | +162.7% | +63.5% | +99.1% | +136.3% |
| 10Y | +1,940.1% | +316.7% | +1,623.4% | +1,470.1% |
| All | +303.9% | +242.3% | +61.6% | +131.3% |
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