+5,095.1%
PGR vs AEHR
+542.0%
+4,553.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.3% | +0.6% |
| 7D | -0.6% | +9.8% | -10.4% | -0.7% |
| 30D | +4.9% | -26.7% | +31.7% | +5.3% |
| 3M | +7.6% | -8.1% | +15.7% | +7.2% |
| 6M | +8.3% | +123.1% | -114.8% | +5.5% |
| YTD | +1.7% | +369.0% | -367.3% | -2.7% |
| 1Y | -6.8% | +256.4% | -263.2% | -10.7% |
| 3Y | +73.4% | +96.4% | -22.9% | +65.7% |
| 5Y | +161.2% | +836.6% | -675.4% | +134.4% |
| 10Y | +819.5% | +3,718.1% | -2,898.7% | +660.0% |
| All | +5,095.1% | +542.0% | +4,553.1% | +3,430.1% |
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