+679.8%
MTZ vs AEHR
+484.8%
+195.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +13.1% | -11.0% | +1.2% |
| 7D | -1.6% | +6.7% | -8.3% | -2.1% |
| 30D | -11.1% | -12.7% | +1.6% | -10.4% |
| 3M | -36.7% | -26.0% | -10.7% | -36.1% |
| 6M | -21.9% | +102.2% | -124.1% | -27.0% |
| YTD | +9.1% | +327.2% | -318.1% | -3.5% |
| 1Y | +30.0% | +228.1% | -198.1% | +16.4% |
| 3Y | +138.5% | +67.0% | +71.4% | +112.2% |
| 5Y | +158.3% | +928.1% | -769.8% | +100.1% |
| 10Y | +700.8% | +3,269.5% | -2,568.8% | +441.5% |
| All | +679.8% | +484.8% | +195.0% | +346.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling