+272.3%
MTZ vs AEHR
+136.3%
+135.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.7% | +5.4% | -0.1% |
| 7D | +5.0% | +6.4% | -1.4% | +3.8% |
| 30D | -6.0% | -20.3% | +14.3% | -3.5% |
| 3M | -36.1% | -53.8% | +17.7% | -28.8% |
| 6M | -56.9% | -44.8% | -12.1% | -54.8% |
| YTD | -15.9% | +182.2% | -198.1% | -32.9% |
| 1Y | -3.8% | +174.7% | -178.6% | -23.0% |
| 3Y | +272.3% | +143.5% | +128.8% | +192.8% |
| All | +272.3% | +136.3% | +135.9% | +192.8% |
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