+1,348.1%
MUU vs GEHC
-9.0%
+1,357.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.7% |
| 7D | +43.7% | -2.3% | +45.9% | +45.6% |
| 30D | -37.2% | +19.0% | -56.3% | -44.6% |
| 3M | -36.1% | +13.3% | -49.4% | -41.9% |
| 6M | -35.7% | +31.5% | -67.3% | -54.2% |
| YTD | +264.0% | 0.0% | +264.0% | +256.6% |
| 1Y | +359.1% | +9.4% | +349.7% | +286.9% |
| All | +1,348.1% | -9.0% | +1,357.1% | +1,240.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling