-19.4%
MSFU vs AEHR
+242.2%
-261.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.4% |
| 7D | -6.9% | +23.0% | -29.9% | -7.7% |
| 30D | -5.1% | -19.9% | +14.8% | -4.5% |
| 3M | +44.6% | +0.5% | +44.1% | +41.3% |
| 6M | +32.8% | +123.6% | -90.8% | +19.3% |
| YTD | -10.1% | +364.6% | -374.7% | -22.8% |
| 1Y | -19.4% | +255.3% | -274.7% | -30.0% |
| All | -19.4% | +242.2% | -261.6% | -30.0% |
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