+1,747.8%
PLD vs AEHR
+702.4%
+1,045.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.1% | -13.8% | -1.4% |
| 7D | -2.4% | +6.7% | -9.1% | -2.8% |
| 30D | -2.4% | -12.7% | +10.2% | -2.1% |
| 3M | -3.8% | -26.0% | +22.2% | -3.7% |
| 6M | 0.0% | +102.2% | -102.2% | -6.1% |
| YTD | +9.2% | +327.2% | -318.0% | -2.1% |
| 1Y | +25.9% | +228.1% | -202.2% | +13.8% |
| 3Y | +21.3% | +67.0% | -45.7% | +8.8% |
| 5Y | +14.1% | +928.1% | -914.0% | -10.4% |
| 10Y | +237.9% | +3,269.5% | -3,031.7% | +129.8% |
| All | +1,747.8% | +702.4% | +1,045.4% | +967.8% |
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