+754.3%
AEHR vs MUB
+76.5%
+677.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.4% |
| 7D | +6.4% | -1.3% | +7.6% | +7.5% |
| 30D | -20.3% | +2.2% | -22.5% | -21.7% |
| 3M | -53.8% | -1.6% | -52.2% | -53.2% |
| 6M | -44.8% | -1.3% | -43.5% | -44.2% |
| YTD | +182.2% | -0.7% | +182.9% | +184.3% |
| 1Y | +174.7% | -0.2% | +174.9% | +175.9% |
| 3Y | +143.5% | +9.6% | +133.9% | +130.8% |
| 5Y | +129.9% | +2.6% | +127.3% | +123.9% |
| 10Y | +1,786.8% | +21.5% | +1,765.3% | +1,684.8% |
| All | +754.3% | +76.5% | +677.8% | +675.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling