+1,890.7%
MCD vs AEHR
+484.8%
+1,405.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +13.1% | -14.6% | -1.8% |
| 7D | -2.8% | +6.7% | -9.6% | -3.0% |
| 30D | -6.0% | -12.7% | +6.7% | -5.9% |
| 3M | -5.6% | -26.0% | +20.4% | -5.6% |
| 6M | -21.9% | +102.2% | -124.1% | -23.9% |
| YTD | -14.7% | +327.2% | -341.9% | -18.6% |
| 1Y | -17.3% | +228.1% | -245.4% | -20.8% |
| 3Y | -2.2% | +67.0% | -69.2% | -6.6% |
| 5Y | +20.3% | +928.1% | -907.8% | +7.3% |
| 10Y | +180.7% | +3,269.5% | -3,088.8% | +133.2% |
| All | +1,890.7% | +484.8% | +1,405.9% | +1,376.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling