+370.9%
AEHR vs MSTU
-92.2%
+463.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.0% | -1.6% | -5.7% |
| 7D | +6.4% | -25.8% | +32.2% | +12.5% |
| 30D | -20.3% | -43.9% | +23.6% | -11.0% |
| 3M | -53.8% | +2.9% | -56.7% | -56.9% |
| 6M | -44.8% | -75.5% | +30.7% | -34.2% |
| YTD | +182.2% | -76.7% | +258.9% | +214.0% |
| 1Y | +174.7% | -88.9% | +263.7% | +246.3% |
| All | +370.9% | -92.2% | +463.1% | +219.6% |
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