+373.0%
PFE vs AEHR
+484.8%
-111.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +13.1% | -14.3% | -1.5% |
| 7D | +1.8% | +6.7% | -5.0% | +1.6% |
| 30D | +10.2% | -12.7% | +22.9% | +10.3% |
| 3M | +12.7% | -26.0% | +38.7% | +12.7% |
| 6M | +10.5% | +102.2% | -91.7% | +8.2% |
| YTD | +20.2% | +327.2% | -307.1% | +15.8% |
| 1Y | +24.1% | +228.1% | -204.0% | +19.9% |
| 3Y | -3.6% | +67.0% | -70.6% | -7.2% |
| 5Y | -20.9% | +928.1% | -949.0% | -27.3% |
| 10Y | +35.8% | +3,269.5% | -3,233.7% | +17.9% |
| All | +373.0% | +484.8% | -111.8% | +291.1% |
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