+1,077.9%
SWKS vs MUB
+76.3%
+1,001.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +12.5% | -0.9% | +13.4% | +13.0% |
| 30D | +10.5% | -1.4% | +11.9% | +11.3% |
| 3M | -7.4% | -2.2% | -5.2% | -6.4% |
| 6M | +32.7% | -1.9% | +34.5% | +33.9% |
| YTD | +19.2% | -0.8% | +19.9% | +19.7% |
| 1Y | +2.4% | +2.7% | -0.4% | +1.1% |
| 3Y | -25.6% | +8.6% | -34.2% | -28.3% |
| 5Y | -53.4% | +2.0% | -55.5% | -54.3% |
| 10Y | +23.2% | +17.9% | +5.2% | +20.1% |
| All | +1,077.9% | +76.3% | +1,001.6% | +942.7% |
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