+286.3%
AEHR vs MSI
+691.5%
-405.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.7% |
| 7D | +6.4% | +3.2% | +3.1% | +5.7% |
| 30D | -20.3% | +17.6% | -37.9% | -23.3% |
| 3M | -53.8% | +14.5% | -68.3% | -55.5% |
| 6M | -44.8% | +34.3% | -79.1% | -49.0% |
| YTD | +182.2% | +39.7% | +142.5% | +157.3% |
| 1Y | +174.7% | +40.2% | +134.6% | +150.2% |
| 3Y | +143.5% | +77.1% | +66.4% | +108.0% |
| 5Y | +129.9% | +124.0% | +5.8% | +88.3% |
| 10Y | +1,786.8% | +665.5% | +1,121.3% | +1,101.5% |
| All | +286.3% | +691.5% | -405.1% | +89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling