+96.4%
AEHR vs MGY
+25.2%
+71.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +9.8% | +3.5% | +6.2% | +8.2% |
| 30D | -26.7% | +5.3% | -32.0% | -28.5% |
| 3M | -8.1% | +2.6% | -10.7% | -9.9% |
| 6M | +123.1% | -3.3% | +126.3% | +115.2% |
| YTD | +369.0% | +29.2% | +339.8% | +268.3% |
| 1Y | +256.4% | +18.0% | +238.3% | +198.1% |
| 3Y | +96.4% | +30.0% | +66.4% | +43.0% |
| All | +96.4% | +25.2% | +71.2% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 3y: compounded portfolio wealth divided by compounded MGY 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…
3y analysis · Full analysis span regression · 6 months rolling