+515.5%
AEHR vs MDY
+1,575.4%
-1,059.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +5.9% | +5.8% |
| 7D | +18.5% | +1.0% | +17.5% | +17.4% |
| 30D | -11.9% | -3.1% | -8.8% | -9.0% |
| 3M | -5.0% | +1.8% | -6.8% | -4.8% |
| 6M | +155.0% | +10.8% | +144.2% | +144.7% |
| YTD | +349.7% | +14.4% | +335.2% | +325.7% |
| 1Y | +260.4% | +15.2% | +245.2% | +244.2% |
| 3Y | +83.6% | +51.2% | +32.4% | +50.2% |
| 5Y | +917.8% | +47.2% | +870.6% | +822.1% |
| 10Y | +3,517.1% | +171.1% | +3,346.0% | +2,099.3% |
| All | +515.5% | +1,575.4% | -1,059.9% | +37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling