+908.0%
MUU vs SWK
+18.1%
+889.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -2.6% | -31.8% | -31.6% |
| 7D | -53.2% | +11.3% | -64.5% | -59.7% |
| 30D | -64.1% | +28.1% | -92.2% | -74.3% |
| 3M | -54.1% | +12.6% | -66.7% | -61.7% |
| 6M | -37.7% | +51.7% | -89.4% | -62.0% |
| YTD | +153.4% | +60.0% | +93.4% | +38.0% |
| 1Y | +237.5% | +72.7% | +164.8% | +68.3% |
| All | +908.0% | +18.1% | +889.9% | +430.3% |
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