+1,272.2%
MUU vs CIEN
+318.3%
+953.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.6% | -0.7% | +0.2% |
| 7D | +24.7% | +15.3% | +9.4% | +6.9% |
| 30D | -35.1% | -22.0% | -13.2% | -7.0% |
| 3M | -44.3% | -36.6% | -7.6% | -4.3% |
| 6M | -44.4% | -51.5% | +7.0% | +44.1% |
| YTD | +244.9% | +20.0% | +225.0% | +210.6% |
| 1Y | +365.6% | +44.5% | +321.2% | +244.7% |
| All | +1,272.2% | +318.3% | +953.9% | +244.0% |
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