+63.9%
CSCO vs MUU
+3,255.9%
-3,192.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.6% | -11.1% | 0.0% |
| 7D | -0.7% | +17.4% | -18.0% | -1.4% |
| 30D | -10.1% | +24.0% | -34.1% | -11.2% |
| 3M | -15.7% | -23.9% | +8.2% | -16.3% |
| 6M | +36.3% | +284.4% | -248.2% | +24.5% |
| YTD | +43.8% | +583.7% | -539.9% | +27.2% |
| 1Y | +63.9% | +2,981.5% | -2,917.5% | +40.2% |
| All | +63.9% | +3,255.9% | -3,192.0% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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