+14.4%
PH vs AEHR
+149.1%
-134.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.6% | +0.5% |
| 7D | +4.3% | +6.4% | -2.0% | +3.7% |
| 30D | +0.1% | -20.3% | +20.4% | +1.2% |
| 3M | -9.4% | -53.8% | +44.4% | -5.3% |
| 6M | +8.8% | -44.8% | +53.6% | +9.8% |
| YTD | +9.6% | +182.2% | -172.6% | -10.5% |
| 1Y | +14.4% | +174.7% | -160.3% | -6.8% |
| All | +14.4% | +149.1% | -134.7% | -6.8% |
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