+287.6%
MP vs AEHR
+2,734.8%
-2,447.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.7% | +10.1% | +4.9% |
| 7D | +9.5% | +6.4% | +3.1% | +7.7% |
| 30D | -3.0% | -20.3% | +17.3% | -0.2% |
| 3M | -30.4% | -53.8% | +23.4% | -20.9% |
| 6M | -39.2% | -44.8% | +5.6% | -35.9% |
| YTD | -23.3% | +182.2% | -205.5% | -44.1% |
| 1Y | -32.6% | +174.7% | -207.4% | -50.7% |
| 3Y | +159.3% | +143.5% | +15.8% | +71.4% |
| 5Y | -16.4% | +129.9% | -146.3% | -51.5% |
| All | +287.6% | +2,734.8% | -2,447.2% | +41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling