+504.3%
MUU vs GEHC
+15.6%
+488.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.4% | -20.4% | -11.7% |
| 7D | -35.9% | +13.2% | -49.0% | -32.8% |
| 30D | -47.1% | +30.6% | -77.7% | -42.3% |
| 3M | -29.8% | +22.2% | -52.1% | -25.0% |
| 6M | +16.0% | +40.8% | -24.8% | +24.6% |
| YTD | +286.1% | +4.8% | +281.3% | +390.9% |
| 1Y | +504.3% | +15.7% | +488.6% | +688.7% |
| All | +504.3% | +15.6% | +488.8% | +688.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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