+19.0%
PM vs AEHR
+242.2%
-223.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.1% |
| 7D | +1.9% | +23.0% | -21.1% | +2.7% |
| 30D | +1.9% | -19.9% | +21.9% | +1.3% |
| 3M | +4.6% | +0.5% | +4.1% | +5.5% |
| 6M | +11.7% | +123.6% | -111.9% | +13.8% |
| YTD | +20.4% | +364.6% | -344.3% | +27.2% |
| 1Y | +19.0% | +255.3% | -236.4% | +25.0% |
| All | +19.0% | +242.2% | -223.3% | +25.0% |
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 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