+181.3%
MCD vs AEHR
+3,898.3%
-3,717.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.3% | -6.2% | -1.0% |
| 7D | -2.9% | +19.1% | -22.0% | -3.2% |
| 30D | -6.7% | -10.0% | +3.3% | -6.7% |
| 3M | -9.6% | +1.3% | -10.9% | -10.0% |
| 6M | -22.3% | +133.8% | -156.1% | -24.5% |
| YTD | -15.4% | +373.3% | -388.7% | -19.5% |
| 1Y | -16.8% | +256.2% | -273.0% | -20.5% |
| 3Y | -2.4% | +93.2% | -95.6% | -7.0% |
| 5Y | +19.4% | +793.1% | -773.7% | +5.0% |
| 10Y | +181.3% | +3,753.2% | -3,571.9% | +117.4% |
| All | +181.3% | +3,898.3% | -3,717.0% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 10y: compounded portfolio wealth divided by compounded AEHR 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…
10y analysis · Full analysis span regression · 6 months rolling