+106,206.6%
MU vs SWK
+1,275.2%
+104,931.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.6% |
| 7D | +9.0% | -0.4% | +9.4% | +9.3% |
| 30D | +13.8% | -5.7% | +19.5% | +17.7% |
| 3M | +2.1% | +24.1% | -22.0% | -9.8% |
| 6M | +153.8% | +24.7% | +129.1% | +122.6% |
| YTD | +256.4% | +33.9% | +222.4% | +196.4% |
| 1Y | +719.8% | +34.7% | +685.1% | +576.4% |
| 3Y | +1,360.4% | +15.3% | +1,345.1% | +1,153.9% |
| 5Y | +1,312.4% | -39.3% | +1,351.7% | +1,590.7% |
| 10Y | +6,142.6% | +2.5% | +6,140.1% | +5,070.9% |
| All | +106,206.6% | +1,275.2% | +104,931.5% | +22,287.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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