+2,423.9%
MUU vs CIEN
+398.8%
+2,025.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.3% | -8.1% |
| 7D | +3.6% | +5.4% | -1.8% | -3.3% |
| 30D | +22.3% | -13.7% | +36.0% | +42.4% |
| 3M | -8.2% | -23.0% | +14.8% | +36.8% |
| 6M | +256.3% | -0.8% | +257.2% | +297.9% |
| YTD | +534.4% | +43.1% | +491.4% | +355.5% |
| 1Y | +2,163.5% | +157.6% | +2,005.9% | +802.7% |
| All | +2,423.9% | +398.8% | +2,025.1% | +404.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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