+10.2%
MTUM vs AEHR
+147.2%
-137.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.6% | +4.6% | -1.0% |
| 7D | -10.1% | -5.7% | -4.4% | -9.7% |
| 30D | -15.6% | -41.7% | +26.2% | -9.2% |
| 3M | -12.7% | -44.6% | +31.9% | -6.6% |
| 6M | -3.7% | -28.9% | +25.2% | -3.3% |
| YTD | +9.4% | +201.3% | -191.9% | -12.2% |
| 1Y | +10.2% | +145.3% | -135.1% | -8.9% |
| All | +10.2% | +147.2% | -137.0% | -8.9% |
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