-38.4%
MDB vs AEHR
+184.0%
-222.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.4% | -8.6% | -0.1% |
| 7D | +3.0% | +8.1% | -5.2% | +1.1% |
| 30D | -11.3% | -15.9% | +4.5% | -9.5% |
| 3M | -23.0% | -43.9% | +20.9% | -17.2% |
| 6M | +14.8% | -37.1% | +51.8% | +13.5% |
| YTD | -19.4% | +225.8% | -245.2% | -49.6% |
| 1Y | -9.0% | +184.0% | -193.0% | -41.6% |
| 3Y | -10.3% | +168.5% | -178.8% | -53.0% |
| 5Y | -38.4% | +186.2% | -224.6% | -78.9% |
| All | -38.4% | +184.0% | -222.4% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling