+484.8%
AEHR vs MOS
+8.4%
+476.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.4% | +11.7% | +12.8% |
| 7D | +6.7% | +9.5% | -2.8% | +4.5% |
| 30D | -12.7% | +10.4% | -23.1% | -15.0% |
| 3M | -26.0% | +12.9% | -38.9% | -28.4% |
| 6M | +102.2% | +1.2% | +101.0% | +99.9% |
| YTD | +327.2% | +9.3% | +317.9% | +314.2% |
| 1Y | +228.1% | -18.0% | +246.1% | +238.6% |
| 3Y | +67.0% | -29.0% | +96.1% | +76.2% |
| 5Y | +928.1% | -9.6% | +937.7% | +930.6% |
| 10Y | +3,269.5% | +6.1% | +3,263.5% | +2,904.3% |
| All | +484.8% | +8.4% | +476.4% | +426.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling