+2,396.1%
MUU vs AEHR
+623.9%
+1,772.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.6% |
| 7D | -8.2% | +9.8% | -18.0% | -13.1% |
| 30D | +10.2% | -26.7% | +36.9% | +30.0% |
| 3M | -26.5% | -8.1% | -18.4% | -24.4% |
| 6M | +227.2% | +123.1% | +104.2% | +116.6% |
| YTD | +527.4% | +369.0% | +158.4% | +185.8% |
| 1Y | +1,843.7% | +256.4% | +1,587.3% | +880.8% |
| All | +2,396.1% | +623.9% | +1,772.2% | +532.6% |
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