+89.9%
MTZ vs AEHR
+154.2%
-64.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.3% |
| 7D | -8.7% | -8.5% | -0.2% | -7.4% |
| 30D | -15.0% | -29.6% | +14.7% | -11.0% |
| 3M | -32.6% | -43.9% | +11.3% | -27.6% |
| 6M | -56.3% | -38.7% | -17.6% | -55.1% |
| YTD | -16.8% | +195.0% | -211.9% | -34.1% |
| 1Y | -10.0% | +142.3% | -152.3% | -26.9% |
| 3Y | +267.1% | +143.1% | +124.0% | +168.0% |
| 5Y | +89.9% | +162.7% | -72.8% | +17.3% |
| All | +89.9% | +154.2% | -64.4% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling