+143.5%
AEHR vs MSI
+76.4%
+67.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.6% |
| 7D | +6.4% | +3.2% | +3.1% | +6.7% |
| 30D | -20.3% | +17.6% | -37.9% | -19.2% |
| 3M | -53.8% | +14.5% | -68.3% | -53.2% |
| 6M | -44.8% | +34.3% | -79.1% | -44.9% |
| YTD | +182.2% | +39.7% | +142.5% | +181.5% |
| 1Y | +174.7% | +40.2% | +134.6% | +173.9% |
| 3Y | +143.5% | +77.1% | +66.4% | +112.3% |
| All | +143.5% | +76.4% | +67.1% | +112.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling