+145.3%
AEHR vs MSTZ
-63.1%
+208.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -9.6% | +3.0% | -8.4% |
| 7D | -5.7% | +0.7% | -6.5% | -4.9% |
| 30D | -41.7% | +16.6% | -58.3% | -38.5% |
| 3M | -44.6% | -74.7% | +30.0% | -54.3% |
| 6M | -28.9% | -43.9% | +15.0% | -20.0% |
| YTD | +201.3% | -84.0% | +285.4% | +173.7% |
| 1Y | +145.3% | -65.1% | +210.4% | +189.0% |
| All | +145.3% | -63.1% | +208.4% | +189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling