+16.3%
PCG vs AEHR
+484.8%
-468.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +13.1% | -10.7% | +2.0% |
| 7D | -13.9% | +6.7% | -20.6% | -14.1% |
| 30D | -16.9% | -12.7% | -4.2% | -16.6% |
| 3M | -14.7% | -26.0% | +11.3% | -14.7% |
| 6M | -23.8% | +102.2% | -126.0% | -26.8% |
| YTD | -10.5% | +327.2% | -337.7% | -16.5% |
| 1Y | -5.1% | +228.1% | -233.2% | -11.1% |
| 3Y | -11.6% | +67.0% | -78.6% | -17.6% |
| 5Y | +59.0% | +928.1% | -869.1% | +35.1% |
| 10Y | -75.7% | +3,269.5% | -3,345.3% | -81.1% |
| All | +16.3% | +484.8% | -468.5% | -19.6% |
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