+365.6%
MUU vs GEHC
+11.9%
+353.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.4% | -6.7% | -4.7% |
| 7D | +24.7% | +0.8% | +23.9% | +25.0% |
| 30D | -35.1% | +21.3% | -56.5% | -30.4% |
| 3M | -44.3% | +12.6% | -56.8% | -41.7% |
| 6M | -44.4% | +34.3% | -78.7% | -39.2% |
| YTD | +244.9% | +1.4% | +243.5% | +330.4% |
| 1Y | +365.6% | +12.5% | +353.2% | +480.0% |
| All | +365.6% | +11.9% | +353.7% | +480.0% |
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