+46.9%
PM vs AEHR
+147.2%
-100.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.6% | +8.1% | +1.3% |
| 7D | +4.3% | -5.7% | +10.0% | +4.2% |
| 30D | +11.5% | -41.7% | +53.2% | +9.7% |
| 3M | +13.0% | -44.6% | +57.7% | +11.3% |
| 6M | +25.9% | -28.9% | +54.8% | +25.2% |
| YTD | +34.0% | +201.3% | -167.3% | +37.1% |
| 1Y | +46.9% | +145.3% | -98.4% | +48.1% |
| All | +46.9% | +147.2% | -100.3% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling