+19.3%
PH vs AEHR
+147.2%
-127.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.6% | +2.9% | -3.2% |
| 7D | -0.2% | -5.7% | +5.5% | 0.0% |
| 30D | -6.7% | -41.7% | +35.0% | -3.7% |
| 3M | -8.1% | -44.6% | +36.5% | -5.3% |
| 6M | +5.3% | -28.9% | +34.3% | +4.1% |
| YTD | +4.2% | +201.3% | -197.1% | -9.9% |
| 1Y | +19.3% | +145.3% | -126.0% | +4.3% |
| All | +19.3% | +147.2% | -127.9% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling