+719.8%
MU vs SWKS
+4.6%
+715.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.6% | +4.4% |
| 7D | +9.0% | +12.5% | -3.5% | +2.9% |
| 30D | +13.8% | +10.5% | +3.3% | +8.2% |
| 3M | +2.1% | -7.4% | +9.5% | +4.7% |
| 6M | +153.8% | +32.7% | +121.1% | +127.9% |
| YTD | +256.4% | +19.2% | +237.2% | +235.2% |
| 1Y | +719.8% | +2.4% | +717.4% | +741.1% |
| All | +719.8% | +4.6% | +715.1% | +741.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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