-1.6%
PFE vs AEHR
+82.4%
-84.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.3% | -7.6% | -2.4% |
| 7D | -2.7% | +18.5% | -21.2% | -3.0% |
| 30D | +3.8% | -11.9% | +15.8% | +3.9% |
| 3M | +10.4% | -5.0% | +15.4% | +9.7% |
| 6M | +6.3% | +155.0% | -148.7% | +2.0% |
| YTD | +17.4% | +349.7% | -332.3% | +9.8% |
| 1Y | +21.1% | +260.4% | -239.3% | +13.8% |
| 3Y | -1.6% | +83.6% | -85.2% | -9.2% |
| All | -1.6% | +82.4% | -84.0% | -9.2% |
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