+4,277.4%
MU vs SWKS
+31.8%
+4,245.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -15.2% | -3.1% | -12.1% | -12.9% |
| 30D | -29.5% | +8.3% | -37.9% | -33.0% |
| 3M | -15.8% | +20.2% | -36.0% | -28.2% |
| 6M | -2.9% | +24.9% | -27.8% | -20.2% |
| YTD | +154.2% | +33.2% | +121.1% | +92.1% |
| 1Y | +186.6% | +23.6% | +163.0% | +128.9% |
| 3Y | +871.5% | +1.3% | +870.2% | +728.9% |
| 5Y | +911.7% | -40.6% | +952.3% | +1,180.1% |
| 10Y | +4,277.4% | +35.3% | +4,242.1% | +2,763.3% |
| All | +4,277.4% | +31.8% | +4,245.5% | +2,763.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling