+2,981.5%
MUU vs SWKS
+4.6%
+2,976.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +3.5% | +8.1% | +8.2% |
| 7D | +17.4% | +12.5% | +4.9% | +4.9% |
| 30D | +24.0% | +10.5% | +13.5% | +12.1% |
| 3M | -23.9% | -7.4% | -16.5% | -16.3% |
| 6M | +284.4% | +32.7% | +251.8% | +225.3% |
| YTD | +583.7% | +19.2% | +564.6% | +529.4% |
| 1Y | +2,981.5% | +2.4% | +2,979.1% | +3,344.7% |
| All | +2,981.5% | +4.6% | +2,976.8% | +3,344.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling