+1,867.4%
AEHR vs MOD
+1,005.7%
+861.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +9.9% | +1.8% | +7.5% |
| 7D | +16.2% | -13.9% | +30.1% | +23.6% |
| 30D | -29.3% | -41.5% | +12.2% | -11.0% |
| 3M | -42.0% | -45.7% | +3.8% | -24.6% |
| 6M | -38.5% | -61.1% | +22.6% | -5.9% |
| YTD | +196.2% | -20.5% | +216.7% | +261.6% |
| 1Y | +144.3% | -32.1% | +176.4% | +212.9% |
| 3Y | +158.0% | +146.5% | +11.6% | +110.5% |
| 5Y | +144.4% | +812.7% | -668.3% | +39.0% |
| 10Y | +1,867.4% | +966.8% | +900.6% | +953.6% |
| All | +1,867.4% | +1,005.7% | +861.7% | +953.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 10y: compounded portfolio wealth divided by compounded MOD 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…
10y analysis · Full analysis span regression · 6 months rolling