-44.4%
MUU vs GEHC
+34.7%
-79.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.4% | -6.7% | -3.5% |
| 7D | +24.7% | +0.8% | +23.9% | +25.9% |
| 30D | -35.1% | +21.3% | -56.5% | -15.4% |
| 3M | -44.3% | +12.6% | -56.8% | -36.8% |
| 6M | -44.4% | +34.3% | -78.7% | -1.7% |
| All | -44.4% | +34.7% | -79.2% | -1.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling