+782.8%
PH vs AEHR
+3,808.7%
-3,025.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.4% |
| 7D | -3.1% | +23.0% | -26.1% | -4.9% |
| 30D | -11.8% | -19.9% | +8.2% | -10.6% |
| 3M | +6.9% | +0.5% | +6.4% | +4.6% |
| 6M | -1.3% | +123.6% | -124.8% | -11.3% |
| YTD | +7.0% | +364.6% | -357.7% | -10.8% |
| 1Y | +23.1% | +255.3% | -232.2% | +4.0% |
| 3Y | +135.4% | +89.7% | +45.7% | +95.0% |
| 5Y | +250.3% | +827.9% | -577.6% | +145.8% |
| All | +782.8% | +3,808.7% | -3,025.9% | +399.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling