+166.4%
MTZ vs AEHR
+889.0%
-722.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.3% | -1.5% | +3.0% |
| 7D | +3.6% | +18.5% | -15.0% | +0.9% |
| 30D | -9.6% | -11.9% | +2.3% | -8.3% |
| 3M | -31.9% | -5.0% | -26.9% | -33.0% |
| 6M | -13.8% | +155.0% | -168.8% | -27.3% |
| YTD | +13.3% | +349.7% | -336.4% | -12.6% |
| 1Y | +39.3% | +260.4% | -221.1% | +9.5% |
| 3Y | +168.3% | +83.6% | +84.7% | +107.5% |
| 5Y | +166.4% | +917.8% | -751.4% | +65.7% |
| All | +166.4% | +889.0% | -722.6% | +65.7% |
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 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