+209.7%
PH vs AEHR
+126.8%
+82.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.6% | +0.7% |
| 7D | +4.3% | +6.4% | -2.0% | +3.5% |
| 30D | +0.1% | -20.3% | +20.4% | +1.6% |
| 3M | -9.4% | -53.8% | +44.4% | -3.5% |
| 6M | +8.8% | -44.8% | +53.6% | +10.2% |
| YTD | +9.6% | +182.2% | -172.6% | -11.3% |
| 1Y | +14.4% | +174.7% | -160.3% | -7.3% |
| 3Y | +134.5% | +143.5% | -9.0% | +72.9% |
| All | +209.7% | +126.8% | +82.9% | +98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling