+35.3%
SWKS vs MUB
+21.7%
+13.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | -3.1% | +0.6% | -3.8% | -3.9% |
| 30D | +8.3% | +3.4% | +4.9% | +4.0% |
| 3M | +20.2% | -0.7% | +20.9% | +21.3% |
| 6M | +24.9% | -1.0% | +25.9% | +26.6% |
| YTD | +33.2% | 0.0% | +33.2% | +33.2% |
| 1Y | +23.6% | +0.4% | +23.2% | +23.1% |
| 3Y | +1.3% | +10.5% | -9.2% | -10.9% |
| 5Y | -40.6% | +3.1% | -43.7% | -43.5% |
| 10Y | +35.3% | +22.0% | +13.2% | +37.8% |
| All | +35.3% | +21.7% | +13.6% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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