+1,641.2%
PBR vs AEHR
+1,241.2%
+400.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.8% | +0.1% |
| 7D | +0.3% | +19.1% | -18.8% | -1.0% |
| 30D | +17.5% | -10.0% | +27.6% | +17.8% |
| 3M | +20.9% | +1.3% | +19.6% | +18.4% |
| 6M | +20.2% | +133.8% | -113.5% | +8.8% |
| YTD | +84.3% | +373.3% | -289.0% | +56.7% |
| 1Y | +77.1% | +256.2% | -179.1% | +52.5% |
| 3Y | +100.8% | +93.2% | +7.6% | +70.6% |
| 5Y | +556.1% | +793.1% | -237.0% | +364.0% |
| 10Y | +676.1% | +3,753.2% | -3,077.2% | +330.3% |
| All | +1,641.2% | +1,241.2% | +400.0% | +648.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling