+542.7%
PBR vs AEHR
+817.5%
-274.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -0.9% |
| 7D | +5.4% | +9.8% | -4.4% | +4.9% |
| 30D | +22.9% | -26.7% | +49.6% | +24.5% |
| 3M | +19.6% | -8.1% | +27.7% | +18.5% |
| 6M | +16.5% | +123.1% | -106.6% | +7.7% |
| YTD | +86.7% | +369.0% | -282.3% | +63.2% |
| 1Y | +74.7% | +256.4% | -181.7% | +54.3% |
| 3Y | +102.6% | +96.4% | +6.2% | +76.3% |
| All | +542.7% | +817.5% | -274.9% | +406.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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