+584.1%
MDT vs AEHR
+515.5%
+68.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.3% | -7.1% | -2.0% |
| 7D | +0.4% | +18.5% | -18.2% | 0.0% |
| 30D | +6.0% | -11.9% | +17.9% | +6.1% |
| 3M | +15.5% | -5.0% | +20.5% | +14.9% |
| 6M | +3.4% | +155.0% | -151.6% | -0.2% |
| YTD | -2.2% | +349.7% | -351.8% | -7.2% |
| 1Y | +2.6% | +260.4% | -257.8% | -2.5% |
| 3Y | +27.5% | +83.6% | -56.1% | +20.8% |
| 5Y | -20.1% | +917.8% | -937.9% | -29.3% |
| 10Y | +39.1% | +3,517.1% | -3,478.1% | +13.8% |
| All | +584.1% | +515.5% | +68.6% | +412.3% |
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 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