+96.4%
AEHR vs PTEN
-3.7%
+100.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +9.8% | +3.5% | +6.3% | +8.3% |
| 30D | -26.7% | +17.5% | -44.3% | -31.4% |
| 3M | -8.1% | +12.7% | -20.8% | -13.1% |
| 6M | +123.1% | +33.1% | +90.0% | +86.7% |
| YTD | +369.0% | +116.4% | +252.6% | +210.5% |
| 1Y | +256.4% | +141.2% | +115.2% | +122.8% |
| 3Y | +96.4% | -3.8% | +100.2% | +46.2% |
| All | +96.4% | -3.7% | +100.1% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 3y: compounded portfolio wealth divided by compounded PTEN 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…
3y analysis · Full analysis span regression · 6 months rolling