+5,499.3%
PH vs AEHR
+286.3%
+5,213.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.6% | +0.4% |
| 7D | +4.3% | +6.4% | -2.0% | +3.9% |
| 30D | +0.1% | -20.3% | +20.4% | +1.0% |
| 3M | -9.4% | -53.8% | +44.4% | -6.2% |
| 6M | +8.8% | -44.8% | +53.6% | +9.7% |
| YTD | +9.6% | +182.2% | -172.6% | -0.8% |
| 1Y | +14.4% | +174.7% | -160.3% | +3.6% |
| 3Y | +134.5% | +143.5% | -9.0% | +104.6% |
| 5Y | +204.4% | +129.9% | +74.6% | +156.6% |
| 10Y | +697.3% | +1,786.8% | -1,089.5% | +464.2% |
| All | +5,499.3% | +286.3% | +5,213.0% | +3,251.0% |
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 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