+13.4%
PG vs AEHR
+817.5%
-804.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.6% |
| 7D | -0.8% | +9.8% | -10.6% | -0.8% |
| 30D | +0.8% | -26.7% | +27.6% | +0.8% |
| 3M | -1.3% | -8.1% | +6.8% | -1.3% |
| 6M | -3.8% | +123.1% | -126.9% | -3.9% |
| YTD | +3.6% | +369.0% | -365.4% | +3.5% |
| 1Y | -5.7% | +256.4% | -262.1% | -5.9% |
| 3Y | +1.6% | +96.4% | -94.8% | +1.7% |
| All | +13.4% | +817.5% | -804.2% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling