+712.1%
AEHR vs MDY
+46.3%
+665.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -1.0% |
| 7D | +9.8% | -1.9% | +11.6% | +14.6% |
| 30D | -26.7% | -4.6% | -22.1% | -17.2% |
| 3M | -8.1% | -1.2% | -6.9% | -1.5% |
| 6M | +123.1% | +9.2% | +113.9% | +102.2% |
| YTD | +369.0% | +13.1% | +355.9% | +306.5% |
| 1Y | +256.4% | +13.0% | +243.4% | +218.3% |
| 3Y | +96.4% | +49.2% | +47.2% | +3.0% |
| All | +712.1% | +46.3% | +665.8% | +466.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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