-75.3%
PCG vs AEHR
+3,898.3%
-3,973.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.3% | -9.5% | -4.5% |
| 7D | +6.5% | +19.1% | -12.6% | +5.6% |
| 30D | -16.7% | -10.0% | -6.7% | -16.6% |
| 3M | -14.2% | +1.3% | -15.5% | -15.3% |
| 6M | -21.5% | +133.8% | -155.2% | -26.3% |
| YTD | -11.2% | +373.3% | -384.5% | -20.1% |
| 1Y | -4.2% | +256.2% | -260.4% | -13.1% |
| 3Y | -14.9% | +93.2% | -108.1% | -23.5% |
| 5Y | +54.2% | +793.1% | -738.8% | +19.5% |
| 10Y | -75.3% | +3,753.2% | -3,828.5% | -84.8% |
| All | -75.3% | +3,898.3% | -3,973.6% | -84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling