+228.1%
AEHR vs MSI
-0.7%
+228.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.9% | +14.0% | +12.9% |
| 7D | +6.7% | -3.7% | +10.4% | +5.8% |
| 30D | -12.7% | +6.8% | -19.5% | -11.8% |
| 3M | -26.0% | +14.3% | -40.3% | -24.3% |
| 6M | +102.2% | -1.6% | +103.8% | +105.1% |
| YTD | +327.2% | +22.8% | +304.4% | +365.7% |
| 1Y | +228.1% | -1.1% | +229.2% | +239.2% |
| All | +228.1% | -0.7% | +228.8% | +239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1y: compounded portfolio wealth divided by compounded MSI 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…
1y analysis · Full analysis span regression · 6 months rolling