+160.8%
PM vs AEHR
+184.8%
-24.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.4% | -9.3% | +1.2% |
| 7D | -7.1% | +8.1% | -15.2% | -6.9% |
| 30D | -2.8% | -15.9% | +13.1% | -2.9% |
| 3M | +6.3% | -43.9% | +50.2% | +5.8% |
| 6M | +9.6% | -37.1% | +46.7% | +9.7% |
| YTD | +25.6% | +225.8% | -200.2% | +27.5% |
| 1Y | +29.7% | +184.0% | -154.4% | +31.5% |
| 3Y | +147.6% | +168.5% | -20.9% | +152.3% |
| All | +160.8% | +184.8% | -24.0% | +164.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling