+959.5%
MDB vs AEHR
+1,644.0%
-684.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.2% | +7.7% | +1.5% |
| 7D | +11.6% | +24.2% | -12.6% | +8.0% |
| 30D | -8.9% | -21.2% | +12.3% | -6.6% |
| 3M | -22.4% | -52.8% | +30.4% | -15.8% |
| 6M | +10.1% | -36.9% | +47.0% | +9.5% |
| YTD | -19.0% | +202.3% | -221.4% | -40.6% |
| 1Y | -7.0% | +162.9% | -169.9% | -30.5% |
| 3Y | -9.8% | +149.1% | -159.0% | -40.5% |
| 5Y | -40.1% | +146.2% | -186.3% | -65.4% |
| All | +959.5% | +1,644.0% | -684.5% | +367.5% |
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