+349.5%
MTUM vs AEHR
+3,845.4%
-3,495.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.3% | +1.2% |
| 7D | +0.7% | +9.8% | -9.1% | 0.0% |
| 30D | -2.4% | -26.7% | +24.3% | -0.4% |
| 3M | -3.6% | -8.1% | +4.4% | -4.4% |
| 6M | +23.7% | +123.1% | -99.4% | +14.1% |
| YTD | +22.9% | +369.0% | -346.1% | +7.2% |
| 1Y | +21.8% | +256.4% | -234.6% | +7.3% |
| 3Y | +114.4% | +96.4% | +18.1% | +85.8% |
| 5Y | +79.6% | +836.6% | -757.0% | +34.9% |
| All | +349.5% | +3,845.4% | -3,495.9% | +191.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling