+1,768.6%
MS vs AEHR
+484.8%
+1,283.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.1% | -12.8% | -0.7% |
| 7D | +1.4% | +6.7% | -5.4% | +0.8% |
| 30D | -0.3% | -12.7% | +12.4% | +0.3% |
| 3M | +0.3% | -26.0% | +26.3% | +0.7% |
| 6M | +31.3% | +102.2% | -70.9% | +20.2% |
| YTD | +24.7% | +327.2% | -302.6% | +6.7% |
| 1Y | +47.9% | +228.1% | -180.2% | +28.2% |
| 3Y | +178.3% | +67.0% | +111.3% | +139.4% |
| 5Y | +144.9% | +928.1% | -783.2% | +73.1% |
| 10Y | +804.5% | +3,269.5% | -2,465.0% | +417.9% |
| All | +1,768.6% | +484.8% | +1,283.8% | +662.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling