+2,538.2%
MUU vs AEHR
+594.1%
+1,944.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.3% | -8.3% | -6.0% |
| 7D | +13.9% | +18.5% | -4.6% | +3.0% |
| 30D | +24.8% | -11.9% | +36.7% | +31.6% |
| 3M | -15.7% | -5.0% | -10.7% | -14.1% |
| 6M | +338.9% | +155.0% | +183.9% | +173.1% |
| YTD | +563.2% | +349.7% | +213.5% | +209.2% |
| 1Y | +2,577.5% | +260.4% | +2,317.1% | +1,250.9% |
| All | +2,538.2% | +594.1% | +1,944.1% | +584.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling