-10.9%
MP vs AEHR
+126.8%
-137.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.7% | +10.1% | +5.2% |
| 7D | +9.5% | +6.4% | +3.1% | +7.3% |
| 30D | -3.0% | -20.3% | +17.3% | +0.3% |
| 3M | -30.4% | -53.8% | +23.4% | -19.0% |
| 6M | -39.2% | -44.8% | +5.6% | -35.6% |
| YTD | -23.3% | +182.2% | -205.5% | -48.5% |
| 1Y | -32.6% | +174.7% | -207.4% | -54.6% |
| 3Y | +159.3% | +143.5% | +15.8% | +53.7% |
| All | -10.9% | +126.8% | -137.7% | -57.1% |
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 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