+127.0%
AEHR vs MUB
+2.5%
+124.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -5.7% |
| 7D | +6.4% | -1.3% | +7.6% | +10.5% |
| 30D | -20.3% | +2.2% | -22.5% | -25.6% |
| 3M | -53.8% | -1.6% | -52.2% | -51.4% |
| 6M | -44.8% | -1.3% | -43.5% | -42.4% |
| YTD | +182.2% | -0.7% | +182.9% | +190.3% |
| 1Y | +174.7% | -0.2% | +174.9% | +179.1% |
| 3Y | +143.5% | +9.6% | +133.9% | +90.5% |
| All | +127.0% | +2.5% | +124.5% | +89.4% |
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