+484.8%
AEHR vs MSI
+595.6%
-110.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.9% | +14.0% | +13.3% |
| 7D | +6.7% | -3.7% | +10.4% | +7.6% |
| 30D | -12.7% | +6.8% | -19.5% | -14.3% |
| 3M | -26.0% | +14.3% | -40.3% | -28.8% |
| 6M | +102.2% | -1.6% | +103.8% | +101.2% |
| YTD | +327.2% | +22.8% | +304.4% | +302.6% |
| 1Y | +228.1% | -1.1% | +229.2% | +224.2% |
| 3Y | +67.0% | +70.5% | -3.4% | +44.2% |
| 5Y | +928.1% | +102.8% | +825.3% | +764.9% |
| 10Y | +3,269.5% | +597.4% | +2,672.1% | +2,101.2% |
| All | +484.8% | +595.6% | -110.8% | +196.4% |
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