+72.2%
MSFU vs AEHR
+598.4%
-526.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.3% | -7.6% | -2.8% |
| 7D | -3.2% | +18.5% | -21.7% | -4.7% |
| 30D | -3.1% | -11.9% | +8.8% | -2.9% |
| 3M | +35.3% | -5.0% | +40.3% | +32.3% |
| 6M | +31.6% | +155.0% | -123.4% | +13.3% |
| YTD | -9.5% | +349.7% | -359.2% | -27.7% |
| 1Y | -18.4% | +260.4% | -278.8% | -34.1% |
| 3Y | +26.9% | +83.6% | -56.7% | -0.2% |
| All | +72.2% | +598.4% | -526.1% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling