+1,397.6%
MUU vs SWKS
+0.3%
+1,397.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +6.0% | +18.2% | +17.8% |
| 7D | -2.5% | +5.7% | -8.2% | -6.1% |
| 30D | -39.7% | +17.3% | -57.1% | -47.6% |
| 3M | -27.4% | +28.3% | -55.7% | -46.3% |
| 6M | -38.4% | +26.1% | -64.5% | -51.6% |
| YTD | +276.4% | +41.1% | +235.4% | +146.3% |
| 1Y | +390.7% | +31.4% | +359.3% | +254.8% |
| All | +1,397.6% | +0.3% | +1,397.3% | +1,287.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling