+1,106.1%
MUU vs SWK
+19.3%
+1,086.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -1.1% |
| 7D | -32.5% | +11.3% | -43.8% | -41.2% |
| 30D | -55.2% | +31.5% | -86.7% | -68.8% |
| 3M | -40.7% | +14.4% | -55.2% | -51.3% |
| 6M | -43.9% | +46.4% | -90.4% | -64.6% |
| YTD | +203.2% | +61.6% | +141.6% | +63.8% |
| 1Y | +257.0% | +78.7% | +178.3% | +71.8% |
| All | +1,106.1% | +19.3% | +1,086.8% | +529.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling