+46.0%
SWKS vs MUB
+22.8%
+23.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.3% | +5.7% | +5.6% |
| 7D | +5.7% | +0.4% | +5.3% | +5.1% |
| 30D | +17.3% | +3.9% | +13.4% | +12.1% |
| 3M | +28.3% | -0.2% | +28.5% | +28.6% |
| 6M | +26.1% | -0.4% | +26.4% | +26.8% |
| YTD | +41.1% | +0.5% | +40.6% | +40.3% |
| 1Y | +31.4% | +0.7% | +30.8% | +30.4% |
| 3Y | +7.3% | +11.1% | -3.8% | -6.2% |
| 5Y | -37.7% | +3.7% | -41.4% | -41.2% |
| 10Y | +46.0% | +22.9% | +23.1% | +48.2% |
| All | +46.0% | +22.8% | +23.3% | +48.2% |
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