+763.1%
PM vs AEHR
+1,286.8%
-523.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +13.1% | -15.1% | -2.1% |
| 7D | -4.9% | +6.7% | -11.6% | -5.0% |
| 30D | -3.4% | -12.7% | +9.3% | -3.3% |
| 3M | +5.2% | -26.0% | +31.2% | +5.2% |
| 6M | +3.7% | +102.2% | -98.5% | +1.4% |
| YTD | +15.8% | +327.2% | -311.5% | +11.4% |
| 1Y | +17.4% | +228.1% | -210.7% | +13.2% |
| 3Y | +116.9% | +67.0% | +49.9% | +109.1% |
| 5Y | +117.3% | +928.1% | -810.8% | +94.4% |
| 10Y | +193.8% | +3,269.5% | -3,075.8% | +140.9% |
| All | +763.1% | +1,286.8% | -523.7% | +588.8% |
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