+675.3%
AEHR vs MSTU
-88.1%
+763.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.8% | +5.0% | -0.6% |
| 7D | +23.0% | -22.0% | +45.0% | +28.3% |
| 30D | -19.9% | +60.3% | -80.2% | -30.4% |
| 3M | +0.5% | -3.7% | +4.2% | -5.6% |
| 6M | +123.6% | -45.2% | +168.8% | +128.6% |
| YTD | +364.6% | -64.3% | +428.9% | +384.5% |
| 1Y | +255.3% | -94.0% | +349.4% | +406.8% |
| All | +675.3% | -88.1% | +763.4% | +393.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 10y: compounded portfolio wealth divided by compounded MSTU 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…
10y analysis · Full analysis span regression · 6 months rolling