+793.1%
AEHR vs MSI
+97.7%
+695.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +5.9% | +5.6% |
| 7D | +19.1% | -4.0% | +23.1% | +21.8% |
| 30D | -10.0% | -0.5% | -9.6% | -10.6% |
| 3M | +1.3% | +11.4% | -10.1% | -7.7% |
| 6M | +133.8% | +1.0% | +132.8% | +126.9% |
| YTD | +373.3% | +20.7% | +352.7% | +297.4% |
| 1Y | +256.2% | -2.7% | +258.9% | +251.3% |
| 3Y | +93.2% | +68.2% | +25.0% | -0.3% |
| 5Y | +793.1% | +100.0% | +693.1% | +295.1% |
| All | +793.1% | +97.7% | +695.4% | +295.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling