+689.8%
AEHR vs MSTU
-87.2%
+777.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.4% | +10.7% | +6.3% |
| 7D | +19.1% | +12.9% | +6.2% | +14.3% |
| 30D | -10.0% | +68.3% | -78.4% | -22.4% |
| 3M | +1.3% | +0.4% | +1.0% | -5.5% |
| 6M | +133.8% | -41.5% | +175.3% | +136.3% |
| YTD | +373.3% | -61.7% | +435.0% | +387.3% |
| 1Y | +256.2% | -93.7% | +349.8% | +402.6% |
| All | +689.8% | -87.2% | +777.0% | +396.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling