+256.4%
AEHR vs MUB
+0.2%
+256.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | -1.3% |
| 7D | +9.8% | -0.8% | +10.6% | +14.5% |
| 30D | -26.7% | -2.4% | -24.3% | -16.5% |
| 3M | -8.1% | -2.8% | -5.3% | +7.7% |
| 6M | +123.1% | -2.2% | +125.3% | +145.0% |
| YTD | +369.0% | -1.6% | +370.6% | +406.6% |
| 1Y | +256.4% | 0.0% | +256.3% | +251.7% |
| All | +256.4% | +0.2% | +256.1% | +251.7% |
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