-3.5%
MSFU vs AEHR
+147.2%
-150.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -6.6% | +20.0% | +13.7% |
| 7D | +8.2% | -5.7% | +13.9% | +8.1% |
| 30D | +10.2% | -41.7% | +51.9% | +11.5% |
| 3M | +22.9% | -44.6% | +67.5% | +24.1% |
| 6M | +63.2% | -28.9% | +92.1% | +58.8% |
| YTD | +11.7% | +201.3% | -189.6% | -2.0% |
| 1Y | -3.5% | +145.3% | -148.8% | -14.9% |
| All | -3.5% | +147.2% | -150.7% | -14.9% |
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