+1,106.2%
MPC vs AEHR
+1,804.8%
-698.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.6% | -7.0% | +3.9% |
| 7D | -9.4% | +16.2% | -25.6% | -10.5% |
| 30D | -14.3% | -29.3% | +15.0% | -13.0% |
| 3M | +31.1% | -42.0% | +73.1% | +33.9% |
| 6M | +60.3% | -38.5% | +98.8% | +60.2% |
| YTD | +142.5% | +196.2% | -53.7% | +112.4% |
| 1Y | +104.6% | +144.3% | -39.7% | +81.3% |
| 3Y | +191.7% | +158.0% | +33.7% | +142.2% |
| 5Y | +549.2% | +144.4% | +404.8% | +404.6% |
| 10Y | +1,106.2% | +1,867.4% | -761.2% | +580.0% |
| All | +1,106.2% | +1,804.8% | -698.6% | +580.0% |
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 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