+1,843.7%
MUU vs GEHC
-15.7%
+1,859.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.2% |
| 7D | -8.2% | -7.2% | -1.1% | -9.4% |
| 30D | +10.2% | -11.6% | +21.7% | +7.9% |
| 3M | -26.5% | -0.8% | -25.7% | -26.6% |
| 6M | +227.2% | -11.9% | +239.1% | +253.3% |
| YTD | +527.4% | -21.9% | +549.4% | +633.2% |
| 1Y | +1,843.7% | -17.8% | +1,861.5% | +2,123.7% |
| All | +1,843.7% | -15.7% | +1,859.3% | +2,123.7% |
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