+18.4%
MRSH vs AEHR
+147.2%
-128.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.6% | +9.9% | +2.8% |
| 7D | +9.4% | -5.7% | +15.1% | +9.3% |
| 30D | +23.4% | -41.7% | +65.2% | +19.9% |
| 3M | +9.9% | -44.6% | +54.5% | +7.1% |
| 6M | +26.0% | -28.9% | +55.0% | +26.4% |
| YTD | +15.2% | +201.3% | -186.1% | +23.8% |
| 1Y | +18.4% | +145.3% | -126.9% | +26.9% |
| All | +18.4% | +147.2% | -128.8% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling