+156.5%
MTZ vs AEHR
+68.1%
+88.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +13.1% | -11.0% | -0.1% |
| 7D | -1.6% | +6.7% | -8.3% | -2.8% |
| 30D | -11.1% | -12.7% | +1.6% | -9.4% |
| 3M | -36.7% | -26.0% | -10.7% | -35.5% |
| 6M | -21.9% | +102.2% | -124.1% | -33.6% |
| YTD | +9.1% | +327.2% | -318.1% | -18.3% |
| 1Y | +30.0% | +228.1% | -198.1% | -0.1% |
| All | +156.5% | +68.1% | +88.3% | +107.7% |
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