+712.1%
AEHR vs MTB
+104.1%
+608.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | +9.8% | 0.0% | +9.8% | +9.7% |
| 30D | -26.7% | -4.8% | -21.9% | -23.8% |
| 3M | -8.1% | +6.0% | -14.0% | -12.2% |
| 6M | +123.1% | +19.6% | +103.4% | +97.1% |
| YTD | +369.0% | +21.5% | +347.5% | +309.6% |
| 1Y | +256.4% | +24.7% | +231.7% | +206.1% |
| 3Y | +96.4% | +108.6% | -12.2% | +23.1% |
| All | +712.1% | +104.1% | +608.0% | +458.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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