-11.1%
PCG vs AEHR
+82.4%
-93.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.3% | -1.6% | +3.5% |
| 7D | +5.4% | +18.5% | -13.1% | +4.9% |
| 30D | -15.1% | -11.9% | -3.2% | -15.0% |
| 3M | -9.8% | -5.0% | -4.8% | -10.3% |
| 6M | -18.0% | +155.0% | -173.0% | -21.7% |
| YTD | -7.2% | +349.7% | -356.9% | -13.4% |
| 1Y | +2.9% | +260.4% | -257.6% | -3.7% |
| 3Y | -11.1% | +83.6% | -94.7% | -23.8% |
| All | -11.1% | +82.4% | -93.5% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling