+678.6%
MPC vs AEHR
+889.0%
-210.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.3% | -3.0% | +2.0% |
| 7D | +3.9% | +18.5% | -14.7% | +2.9% |
| 30D | +33.8% | -11.9% | +45.7% | +34.2% |
| 3M | +49.9% | -5.0% | +54.9% | +48.3% |
| 6M | +80.9% | +155.0% | -74.0% | +65.7% |
| YTD | +147.4% | +349.7% | -202.3% | +116.3% |
| 1Y | +123.2% | +260.4% | -137.2% | +96.5% |
| 3Y | +171.7% | +83.6% | +88.1% | +137.0% |
| 5Y | +678.6% | +917.8% | -239.3% | +466.4% |
| All | +678.6% | +889.0% | -210.4% | +466.4% |
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