+1,867.4%
AEHR vs MOS
+6.2%
+1,861.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.8% | +9.8% | +11.0% |
| 7D | +16.2% | +19.7% | -3.4% | +7.8% |
| 30D | -29.3% | +21.5% | -50.8% | -34.8% |
| 3M | -42.0% | -0.4% | -41.5% | -43.0% |
| 6M | -38.5% | +4.5% | -43.0% | -40.8% |
| YTD | +196.2% | -2.9% | +199.1% | +189.4% |
| 1Y | +144.3% | -7.7% | +152.0% | +142.3% |
| 3Y | +158.0% | -25.6% | +183.7% | +169.6% |
| 5Y | +144.4% | -31.2% | +175.6% | +161.2% |
| 10Y | +1,867.4% | +2.8% | +1,864.6% | +1,601.0% |
| All | +1,867.4% | +6.2% | +1,861.3% | +1,601.0% |
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