+143.5%
AEHR vs MOS
-28.2%
+171.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.7% | -7.4% | -6.9% |
| 7D | +6.4% | -2.0% | +8.3% | +7.2% |
| 30D | -20.3% | +15.3% | -35.6% | -25.5% |
| 3M | -53.8% | +1.5% | -55.3% | -54.8% |
| 6M | -44.8% | -2.0% | -42.8% | -45.5% |
| YTD | +182.2% | -6.5% | +188.7% | +178.7% |
| 1Y | +174.7% | -11.1% | +185.8% | +176.9% |
| 3Y | +143.5% | -30.3% | +173.8% | +176.7% |
| All | +143.5% | -28.2% | +171.7% | +176.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling