+1,362.4%
MU vs SWKS
-25.5%
+1,387.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.6% | +4.1% |
| 7D | +9.0% | +12.5% | -3.5% | +1.9% |
| 30D | +13.8% | +10.5% | +3.3% | +7.2% |
| 3M | +2.1% | -7.4% | +9.5% | +7.0% |
| 6M | +153.8% | +32.7% | +121.1% | +113.3% |
| YTD | +256.4% | +19.2% | +237.2% | +213.9% |
| 1Y | +719.8% | +2.4% | +717.4% | +687.4% |
| All | +1,362.4% | -25.5% | +1,387.9% | +1,388.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling