+2,620.0%
MUU vs GEHC
-23.5%
+2,643.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.2% | +12.8% | +12.5% |
| 7D | +17.4% | -4.0% | +21.4% | +20.7% |
| 30D | +24.0% | -2.0% | +25.9% | +25.2% |
| 3M | -23.9% | +8.0% | -31.9% | -36.1% |
| 6M | +284.4% | -12.8% | +297.2% | +317.6% |
| YTD | +583.7% | -15.9% | +599.6% | +661.0% |
| 1Y | +2,981.5% | -6.9% | +2,988.4% | +2,779.8% |
| All | +2,620.0% | -23.5% | +2,643.5% | +2,760.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling