-5.0%
MRSH vs AEHR
+88.1%
-93.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.2% |
| 7D | -4.8% | +9.8% | -14.5% | -4.5% |
| 30D | -6.3% | -26.7% | +20.4% | -7.0% |
| 3M | +5.8% | -8.1% | +13.9% | +6.5% |
| 6M | +2.8% | +123.1% | -120.3% | +4.7% |
| YTD | -3.1% | +369.0% | -372.1% | -0.5% |
| 1Y | -11.3% | +256.4% | -267.6% | -8.9% |
| 3Y | -5.0% | +96.4% | -101.3% | -3.1% |
| All | -5.0% | +88.1% | -93.0% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling