-19.6%
MSFU vs AEHR
+255.0%
-274.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +13.1% | -17.3% | -4.6% |
| 7D | -5.7% | +6.7% | -12.4% | -6.0% |
| 30D | +4.2% | -12.7% | +16.8% | +4.1% |
| 3M | +27.9% | -26.0% | +53.9% | +26.2% |
| 6M | +37.1% | +102.2% | -65.1% | +23.4% |
| YTD | -7.4% | +327.2% | -334.6% | -20.5% |
| 1Y | -19.6% | +228.1% | -247.7% | -29.6% |
| All | -19.6% | +255.0% | -274.6% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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