+1,192.3%
SWKS vs MUB
+77.6%
+1,114.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.3% |
| 7D | -9.2% | +0.9% | -10.1% | -9.6% |
| 30D | -1.9% | +3.8% | -5.7% | -3.6% |
| 3M | +21.2% | -0.7% | +21.9% | +21.6% |
| 6M | +12.9% | -0.8% | +13.7% | +13.4% |
| YTD | +30.7% | 0.0% | +30.8% | +30.8% |
| 1Y | +14.1% | +0.6% | +13.5% | +13.8% |
| 3Y | -1.7% | +11.4% | -13.1% | -6.2% |
| 5Y | -43.0% | +3.1% | -46.1% | -44.3% |
| 10Y | +34.3% | +20.2% | +14.1% | +30.7% |
| All | +1,192.3% | +77.6% | +1,114.7% | +1,039.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling