+1,670.4%
PLD vs AEHR
+456.4%
+1,214.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +11.6% | -8.8% | +2.2% |
| 7D | +0.7% | +16.2% | -15.5% | -0.4% |
| 30D | +0.8% | -29.3% | +30.2% | +2.0% |
| 3M | -6.1% | -42.0% | +35.9% | -4.5% |
| 6M | -8.0% | -38.5% | +30.5% | -8.1% |
| YTD | +4.7% | +196.2% | -191.6% | -5.1% |
| 1Y | +7.2% | +144.3% | -137.1% | -2.0% |
| 3Y | +39.2% | +158.0% | -118.8% | +21.7% |
| 5Y | +1.9% | +144.4% | -142.5% | -14.2% |
| 10Y | +256.8% | +1,867.4% | -1,610.7% | +148.3% |
| All | +1,670.4% | +456.4% | +1,214.0% | +934.8% |
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