+32.5%
PFE vs AEHR
+3,808.7%
-3,776.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | -0.4% |
| 7D | -4.0% | +23.0% | -27.0% | -4.3% |
| 30D | +3.9% | -19.9% | +23.8% | +4.1% |
| 3M | +9.9% | +0.5% | +9.4% | +9.5% |
| 6M | +5.3% | +123.6% | -118.3% | +3.3% |
| YTD | +16.8% | +364.6% | -347.9% | +13.0% |
| 1Y | +20.4% | +255.3% | -234.9% | +16.9% |
| 3Y | -2.1% | +89.7% | -91.8% | -5.9% |
| 5Y | -21.0% | +827.9% | -848.9% | -25.8% |
| All | +32.5% | +3,808.7% | -3,776.3% | +15.9% |
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