+3,517.1%
AEHR vs MOS
+11.1%
+3,506.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.6% | +4.4% |
| 7D | +18.5% | +7.1% | +11.5% | +16.0% |
| 30D | -11.9% | +15.0% | -27.0% | -16.5% |
| 3M | -5.0% | +24.1% | -29.1% | -12.6% |
| 6M | +155.0% | +2.7% | +152.2% | +149.0% |
| YTD | +349.7% | +12.2% | +337.5% | +324.5% |
| 1Y | +260.4% | -16.3% | +276.7% | +273.8% |
| 3Y | +83.6% | -23.3% | +106.9% | +91.7% |
| 5Y | +917.8% | -4.2% | +922.0% | +906.0% |
| 10Y | +3,517.1% | +12.6% | +3,504.6% | +2,899.3% |
| All | +3,517.1% | +11.1% | +3,506.1% | +2,899.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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