+848.9%
PM vs AEHR
+816.1%
+32.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.7% | +7.8% | +1.3% |
| 7D | +0.5% | +6.4% | -5.8% | +0.4% |
| 30D | -3.2% | -20.3% | +17.1% | -3.1% |
| 3M | +6.2% | -53.8% | +60.0% | +7.1% |
| 6M | +7.7% | -44.8% | +52.5% | +7.7% |
| YTD | +27.3% | +182.2% | -155.0% | +22.9% |
| 1Y | +32.8% | +174.7% | -142.0% | +28.2% |
| 3Y | +150.0% | +143.5% | +6.5% | +137.3% |
| 5Y | +164.2% | +129.9% | +34.4% | +145.7% |
| 10Y | +265.7% | +1,786.8% | -1,521.1% | +202.8% |
| All | +848.9% | +816.1% | +32.8% | +659.9% |
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