+145.3%
AEHR vs MSI
+28.6%
+116.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.2% | -7.8% | -6.1% |
| 7D | -5.7% | +2.8% | -8.5% | -4.8% |
| 30D | -41.7% | +9.1% | -50.9% | -39.8% |
| 3M | -44.6% | +12.5% | -57.2% | -42.7% |
| 6M | -28.9% | +14.2% | -43.1% | -24.3% |
| YTD | +201.3% | +30.7% | +170.6% | +216.7% |
| 1Y | +145.3% | +27.5% | +117.8% | +201.0% |
| All | +145.3% | +28.6% | +116.7% | +201.0% |
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