-21.0%
PCG vs AEHR
+114.5%
-135.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +9.0% | -10.9% | -2.2% |
| 7D | -1.6% | -2.4% | +0.8% | -1.7% |
| 30D | +1.4% | -40.1% | +41.5% | +2.7% |
| 3M | -23.4% | -46.3% | +22.9% | -22.4% |
| 6M | -19.4% | -44.6% | +25.2% | -19.1% |
| YTD | -18.5% | +165.3% | -183.8% | -23.6% |
| 1Y | -19.5% | +126.1% | -145.7% | -24.2% |
| 3Y | -21.0% | +132.2% | -153.2% | -29.2% |
| All | -21.0% | +114.5% | -135.5% | -29.2% |
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