+50.7%
PFE vs AEHR
+2,129.8%
-2,079.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.4% | -10.1% | +0.2% |
| 7D | -3.0% | +8.1% | -11.1% | -3.1% |
| 30D | +5.2% | -15.9% | +21.1% | +5.3% |
| 3M | +12.2% | -43.9% | +56.1% | +12.8% |
| 6M | +17.8% | -37.1% | +54.9% | +17.7% |
| YTD | +26.2% | +225.8% | -199.6% | +22.4% |
| 1Y | +23.2% | +184.0% | -160.8% | +19.7% |
| 3Y | +21.3% | +168.5% | -147.2% | +16.1% |
| 5Y | -23.1% | +186.2% | -209.3% | -27.0% |
| 10Y | +50.7% | +2,078.1% | -2,027.4% | +32.0% |
| All | +50.7% | +2,129.8% | -2,079.1% | +32.0% |
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