+774.3%
PG vs AEHR
+536.0%
+238.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.3% |
| 7D | -2.7% | +23.0% | -25.7% | -2.9% |
| 30D | -1.5% | -19.9% | +18.4% | -1.4% |
| 3M | -3.4% | +0.5% | -3.9% | -3.7% |
| 6M | -7.0% | +123.6% | -130.5% | -8.5% |
| YTD | +2.0% | +364.6% | -362.7% | -0.9% |
| 1Y | -6.5% | +255.3% | -261.8% | -8.9% |
| 3Y | +1.2% | +89.7% | -88.5% | -1.7% |
| 5Y | +12.8% | +827.9% | -815.1% | +5.3% |
| 10Y | +117.7% | +3,682.7% | -3,565.0% | +92.6% |
| All | +774.3% | +536.0% | +238.3% | +621.9% |
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 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