+8.1%
PCG vs AEHR
+303.9%
-295.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -0.5% | -8.5% | +8.1% | -0.3% |
| 30D | +0.8% | -29.6% | +30.4% | +1.6% |
| 3M | -22.0% | -43.9% | +21.9% | -21.0% |
| 6M | -17.1% | -38.7% | +21.6% | -17.1% |
| YTD | -16.9% | +195.0% | -211.9% | -21.8% |
| 1Y | -19.1% | +142.3% | -161.3% | -23.5% |
| 3Y | -19.4% | +143.1% | -162.6% | -26.0% |
| 5Y | +9.0% | +162.7% | -153.7% | -3.2% |
| 10Y | -76.2% | +1,940.1% | -2,016.2% | -81.2% |
| All | +8.1% | +303.9% | -295.8% | -24.8% |
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 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