+106,206.6%
MU vs SWKS
+8,307.4%
+97,899.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.5% | +2.6% | +5.0% |
| 7D | +9.0% | +12.5% | -3.5% | +5.1% |
| 30D | +13.8% | +10.5% | +3.3% | +10.2% |
| 3M | +2.1% | -7.4% | +9.5% | +5.3% |
| 6M | +153.8% | +32.7% | +121.1% | +132.0% |
| YTD | +256.4% | +19.2% | +237.2% | +234.2% |
| 1Y | +719.8% | +2.4% | +717.4% | +705.1% |
| 3Y | +1,360.4% | -25.6% | +1,386.0% | +1,467.3% |
| 5Y | +1,312.4% | -53.4% | +1,365.8% | +1,657.7% |
| 10Y | +6,142.6% | +23.2% | +6,119.4% | +6,005.1% |
| All | +106,206.6% | +8,307.4% | +97,899.2% | +44,357.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling