+140.8%
PH vs AEHR
+82.4%
+58.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -5.9% | -1.2% |
| 7D | +0.4% | +18.5% | -18.1% | -1.3% |
| 30D | -10.8% | -11.9% | +1.1% | -10.3% |
| 3M | +8.5% | -5.0% | +13.5% | +6.4% |
| 6M | +3.9% | +155.0% | -151.0% | -10.5% |
| YTD | +9.4% | +349.7% | -340.3% | -12.7% |
| 1Y | +26.8% | +260.4% | -233.6% | +2.2% |
| 3Y | +140.8% | +83.6% | +57.2% | +88.3% |
| All | +140.8% | +82.4% | +58.4% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling