+33.3%
PLD vs AEHR
+114.5%
-81.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.0% | -10.2% | -1.7% |
| 7D | -0.8% | -2.4% | +1.6% | -1.0% |
| 30D | -0.3% | -40.1% | +39.8% | +1.9% |
| 3M | -8.0% | -46.3% | +38.3% | -6.0% |
| 6M | -9.8% | -44.6% | +34.8% | -9.6% |
| YTD | +1.8% | +165.3% | -163.5% | -10.8% |
| 1Y | +5.6% | +126.1% | -120.5% | -6.5% |
| 3Y | +33.3% | +132.2% | -98.9% | +11.9% |
| All | +33.3% | +114.5% | -81.3% | +11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling