-18.2%
MDT vs AEHR
+817.5%
-835.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.7% |
| 7D | -3.4% | +9.8% | -13.2% | -3.5% |
| 30D | +0.2% | -26.7% | +26.9% | +0.5% |
| 3M | +14.3% | -8.1% | +22.3% | +14.0% |
| 6M | +4.0% | +123.1% | -119.1% | +1.2% |
| YTD | -3.7% | +369.0% | -372.7% | -8.1% |
| 1Y | -0.4% | +256.4% | -256.7% | -4.6% |
| 3Y | +23.3% | +96.4% | -73.0% | +18.0% |
| All | -18.2% | +817.5% | -835.7% | -27.3% |
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