+1,142.4%
MPC vs AEHR
+3,881.7%
-2,739.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.3% | -4.8% | +0.1% |
| 7D | +3.2% | +19.1% | -15.9% | +2.1% |
| 30D | +25.0% | -10.0% | +35.1% | +25.4% |
| 3M | +55.2% | +1.3% | +53.8% | +52.6% |
| 6M | +86.4% | +133.8% | -47.4% | +70.3% |
| YTD | +148.5% | +373.3% | -224.8% | +113.9% |
| 1Y | +121.7% | +256.2% | -134.5% | +93.1% |
| 3Y | +172.9% | +93.2% | +79.6% | +134.4% |
| 5Y | +679.9% | +793.1% | -113.2% | +457.0% |
| All | +1,142.4% | +3,881.7% | -2,739.3% | +581.6% |
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