+504.3%
MUU vs SWKS
+14.2%
+490.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.9% | -11.1% | -11.7% |
| 7D | -35.9% | -4.9% | -30.9% | -32.9% |
| 30D | -47.1% | -1.2% | -45.9% | -46.2% |
| 3M | -29.8% | +24.2% | -54.0% | -44.2% |
| 6M | +16.0% | +21.5% | -5.5% | +0.8% |
| YTD | +286.1% | +33.5% | +252.6% | +228.7% |
| 1Y | +504.3% | +18.9% | +485.4% | +533.9% |
| All | +504.3% | +14.2% | +490.2% | +533.9% |
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