+3,875.0%
AEHR vs MSI
+601.8%
+3,273.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.2% |
| 7D | +23.0% | -1.8% | +24.8% | +23.9% |
| 30D | -19.9% | -0.6% | -19.3% | -20.3% |
| 3M | +0.5% | +13.0% | -12.5% | -7.0% |
| 6M | +123.6% | +0.5% | +123.1% | +118.7% |
| YTD | +364.6% | +21.7% | +342.9% | +308.8% |
| 1Y | +255.3% | -2.6% | +258.0% | +249.6% |
| 3Y | +89.7% | +69.7% | +20.0% | +31.8% |
| 5Y | +827.9% | +102.8% | +725.1% | +489.1% |
| All | +3,875.0% | +601.8% | +3,273.2% | +1,331.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling