+2,423.9%
MUU vs AEHR
+617.2%
+1,806.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.8% | -7.5% | -8.3% |
| 7D | +3.6% | +23.0% | -19.4% | -8.1% |
| 30D | +22.3% | -19.9% | +42.3% | +37.2% |
| 3M | -8.2% | +0.5% | -8.7% | -9.3% |
| 6M | +256.3% | +123.6% | +132.8% | +136.0% |
| YTD | +534.4% | +364.6% | +169.8% | +190.6% |
| 1Y | +2,163.5% | +255.3% | +1,908.2% | +1,045.6% |
| All | +2,423.9% | +617.2% | +1,806.7% | +543.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling