+1,348.1%
MUU vs SWKS
+3.1%
+1,345.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.7% | -6.0% | -6.2% |
| 7D | +43.7% | +10.9% | +32.8% | +30.0% |
| 30D | -37.2% | +17.6% | -54.8% | -45.5% |
| 3M | -36.1% | +29.2% | -65.3% | -53.2% |
| 6M | -35.7% | +37.0% | -72.7% | -53.9% |
| YTD | +264.0% | +44.9% | +219.1% | +131.0% |
| 1Y | +359.1% | +33.8% | +325.3% | +225.5% |
| All | +1,348.1% | +3.1% | +1,345.0% | +1,201.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling