+108.8%
CSCO vs MUU
+2,520.2%
-2,411.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.3% | +7.5% | -1.2% |
| 7D | -1.1% | +3.6% | -4.6% | -1.4% |
| 30D | -10.8% | +22.3% | -33.1% | -12.3% |
| 3M | -9.2% | -8.2% | -1.0% | -11.3% |
| 6M | +39.5% | +256.3% | -216.8% | +19.5% |
| YTD | +41.5% | +534.4% | -492.9% | +13.4% |
| 1Y | +61.0% | +2,163.5% | -2,102.5% | +11.3% |
| All | +108.8% | +2,520.2% | -2,411.4% | +30.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling