+251.1%
PH vs AEHR
+976.1%
-725.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -5.9% | -1.2% |
| 7D | 0.0% | +19.1% | -19.1% | -1.9% |
| 30D | -10.3% | -10.0% | -0.3% | -9.9% |
| 3M | +5.1% | +1.3% | +3.7% | +2.2% |
| 6M | +2.3% | +133.8% | -131.5% | -11.2% |
| YTD | +8.7% | +373.3% | -364.6% | -14.1% |
| 1Y | +26.8% | +256.2% | -229.4% | +2.1% |
| 3Y | +139.2% | +93.2% | +45.9% | +87.6% |
| 5Y | +251.1% | +793.1% | -542.0% | +126.9% |
| All | +251.1% | +976.1% | -725.0% | +126.9% |
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