+228.1%
AEHR vs MUB
+2.9%
+225.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.0% |
| 7D | +6.7% | -0.9% | +7.6% | +11.0% |
| 30D | -12.7% | -1.4% | -11.3% | -7.2% |
| 3M | -26.0% | -2.2% | -23.9% | -18.3% |
| 6M | +102.2% | -1.9% | +104.1% | +104.7% |
| YTD | +327.2% | -0.8% | +328.0% | +343.2% |
| 1Y | +228.1% | +2.7% | +225.4% | +274.2% |
| All | +228.1% | +2.9% | +225.2% | +274.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling