-42.2%
MUU vs SWK
+47.8%
-90.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -2.6% | -31.8% | -31.9% |
| 7D | -53.2% | +11.3% | -64.5% | -58.6% |
| 30D | -64.1% | +28.1% | -92.2% | -75.6% |
| 3M | -54.1% | +12.6% | -66.7% | -60.0% |
| All | -42.2% | +47.8% | -90.1% | -70.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling