+33.8%
SWKS vs MUB
-0.1%
+33.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.6% | +2.9% |
| 7D | +10.9% | -0.8% | +11.7% | +11.0% |
| 30D | +17.6% | +2.4% | +15.2% | +16.3% |
| 3M | +29.2% | -1.1% | +30.3% | +35.5% |
| 6M | +37.0% | -1.0% | +37.9% | +43.2% |
| YTD | +44.9% | -0.3% | +45.2% | +52.0% |
| 1Y | +33.8% | 0.0% | +33.8% | +39.5% |
| All | +33.8% | -0.1% | +33.9% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling