+515.5%
AEHR vs MTB
+1,250.4%
-734.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.6% | +5.8% | +5.5% |
| 7D | +18.5% | +2.8% | +15.8% | +17.2% |
| 30D | -11.9% | -4.2% | -7.7% | -10.2% |
| 3M | -5.0% | +7.8% | -12.8% | -7.8% |
| 6M | +155.0% | +14.8% | +140.1% | +142.8% |
| YTD | +349.7% | +20.8% | +328.9% | +320.4% |
| 1Y | +260.4% | +23.1% | +237.3% | +235.2% |
| 3Y | +83.6% | +114.8% | -31.2% | +40.0% |
| 5Y | +917.8% | +103.3% | +814.5% | +687.3% |
| 10Y | +3,517.1% | +173.0% | +3,344.2% | +2,234.9% |
| All | +515.5% | +1,250.4% | -734.9% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling