+256.9%
PLD vs AEHR
+1,901.3%
-1,644.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.2% | +6.1% | -0.8% |
| 7D | 0.0% | +24.2% | -24.2% | -1.1% |
| 30D | -3.7% | -21.2% | +17.5% | -3.1% |
| 3M | -7.9% | -52.8% | +44.8% | -5.3% |
| 6M | -9.2% | -36.9% | +27.7% | -9.5% |
| YTD | +3.1% | +202.3% | -199.3% | -7.2% |
| 1Y | +6.2% | +162.9% | -156.7% | -3.7% |
| 3Y | +35.4% | +149.1% | -113.7% | +17.3% |
| 5Y | +0.1% | +146.2% | -146.1% | -17.0% |
| All | +256.9% | +1,901.3% | -1,644.4% | +157.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling