+390.7%
MUU vs SWK
+76.3%
+314.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | -0.7% | +24.9% | +24.8% |
| 7D | -2.5% | -2.3% | -0.2% | +0.5% |
| 30D | -39.7% | +30.4% | -70.2% | -55.4% |
| 3M | -27.4% | +12.1% | -39.6% | -36.0% |
| 6M | -38.4% | +49.1% | -87.5% | -59.1% |
| YTD | +276.4% | +60.4% | +216.0% | +103.7% |
| 1Y | +390.7% | +78.3% | +312.4% | +142.0% |
| All | +390.7% | +76.3% | +314.4% | +142.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling