+267.3%
MP vs AEHR
+3,172.6%
-2,905.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.4% | -9.7% | -1.5% |
| 7D | +2.3% | +8.1% | -5.8% | +0.2% |
| 30D | -15.3% | -15.9% | +0.6% | -13.6% |
| 3M | -33.5% | -43.9% | +10.4% | -27.5% |
| 6M | -45.5% | -37.1% | -8.4% | -44.1% |
| YTD | -27.3% | +225.8% | -253.1% | -48.5% |
| 1Y | -40.7% | +184.0% | -224.7% | -57.0% |
| 3Y | +145.9% | +168.5% | -22.6% | +59.3% |
| 5Y | -13.9% | +186.2% | -200.1% | -51.9% |
| All | +267.3% | +3,172.6% | -2,905.3% | +30.0% |
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