+753.2%
MTZ vs AEHR
+3,898.3%
-3,145.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.3% | -7.5% | -2.8% |
| 7D | +2.3% | +19.1% | -16.8% | +0.1% |
| 30D | -10.3% | -10.0% | -0.3% | -9.5% |
| 3M | -31.8% | +1.3% | -33.2% | -33.1% |
| 6M | -19.2% | +133.8% | -152.9% | -28.6% |
| YTD | +10.7% | +373.3% | -362.6% | -10.0% |
| 1Y | +37.5% | +256.2% | -218.6% | +14.1% |
| 3Y | +162.4% | +93.2% | +69.1% | +113.4% |
| 5Y | +166.3% | +793.1% | -626.8% | +79.4% |
| 10Y | +753.2% | +3,753.2% | -3,000.1% | +372.1% |
| All | +753.2% | +3,898.3% | -3,145.2% | +372.1% |
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 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