+2,423.9%
MUU vs GEHC
-28.6%
+2,452.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.4% | -7.9% | -8.3% |
| 7D | +3.6% | -7.9% | +11.4% | +9.7% |
| 30D | +22.3% | -11.7% | +34.0% | +33.3% |
| 3M | -8.2% | +0.8% | -9.0% | -18.7% |
| 6M | +256.3% | -11.6% | +267.9% | +262.4% |
| YTD | +534.4% | -21.6% | +556.0% | +641.9% |
| 1Y | +2,163.5% | -15.3% | +2,178.8% | +2,229.3% |
| All | +2,423.9% | -28.6% | +2,452.5% | +2,689.2% |
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