+1,000.7%
MUU vs SWK
+17.6%
+983.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +9.6% |
| 7D | -42.8% | +11.0% | -53.8% | -50.6% |
| 30D | -63.6% | +30.1% | -93.7% | -74.5% |
| 3M | -48.5% | +14.7% | -63.2% | -58.1% |
| 6M | -36.9% | +44.5% | -81.4% | -59.6% |
| YTD | +176.7% | +59.4% | +117.3% | +51.2% |
| 1Y | +266.3% | +77.5% | +188.7% | +76.7% |
| All | +1,000.7% | +17.6% | +983.0% | +481.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling