+2,620.0%
MUU vs SWK
-1.1%
+2,621.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.5% |
| 7D | +17.4% | -0.4% | +17.8% | +18.1% |
| 30D | +24.0% | -5.7% | +29.7% | +32.7% |
| 3M | -23.9% | +24.1% | -48.0% | -39.3% |
| 6M | +284.4% | +24.7% | +259.7% | +205.6% |
| YTD | +583.7% | +33.9% | +549.8% | +378.2% |
| 1Y | +2,981.5% | +34.7% | +2,946.8% | +2,057.7% |
| All | +2,620.0% | -1.1% | +2,621.2% | +1,737.2% |
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 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