+5,528.0%
PH vs AEHR
+484.8%
+5,043.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +13.1% | -13.3% | -1.0% |
| 7D | -3.1% | +6.7% | -9.8% | -3.5% |
| 30D | -3.2% | -12.7% | +9.4% | -2.8% |
| 3M | +10.6% | -26.0% | +36.6% | +10.8% |
| 6M | -2.1% | +102.2% | -104.3% | -8.5% |
| YTD | +10.2% | +327.2% | -317.1% | -2.0% |
| 1Y | +28.2% | +228.1% | -199.9% | +15.1% |
| 3Y | +134.9% | +67.0% | +67.8% | +109.2% |
| 5Y | +253.6% | +928.1% | -674.5% | +177.4% |
| 10Y | +804.7% | +3,269.5% | -2,464.8% | +523.7% |
| All | +5,528.0% | +484.8% | +5,043.2% | +3,211.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling