+827.9%
AEHR vs MUB
+0.7%
+827.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | +0.4% |
| 7D | +23.0% | -1.2% | +24.2% | +27.7% |
| 30D | -19.9% | -2.8% | -17.2% | -12.8% |
| 3M | +0.5% | -3.1% | +3.6% | +10.4% |
| 6M | +123.6% | -2.9% | +126.4% | +146.5% |
| YTD | +364.6% | -2.0% | +366.7% | +399.0% |
| 1Y | +255.3% | 0.0% | +255.4% | +260.1% |
| 3Y | +89.7% | +7.4% | +82.3% | +57.6% |
| 5Y | +827.9% | +0.8% | +827.1% | +864.1% |
| All | +827.9% | +0.7% | +827.2% | +864.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling