+1,106.1%
MUU vs SWKS
-5.3%
+1,111.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.4% | -2.4% |
| 7D | -32.5% | -3.1% | -29.3% | -29.1% |
| 30D | -55.2% | +8.3% | -63.6% | -58.0% |
| 3M | -40.7% | +20.2% | -61.0% | -53.4% |
| 6M | -43.9% | +24.9% | -68.9% | -55.8% |
| YTD | +203.2% | +33.2% | +170.0% | +109.1% |
| 1Y | +257.0% | +23.6% | +233.4% | +173.4% |
| All | +1,106.1% | -5.3% | +1,111.4% | +1,077.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling