+0.7%
SWK vs MOH
+242.5%
-241.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -4.6% | -4.2% | -0.4% | -3.8% |
| 30D | -9.9% | -2.4% | -7.5% | -9.6% |
| 3M | +15.4% | -4.4% | +19.8% | +15.9% |
| 6M | +25.0% | +32.9% | -8.0% | +16.6% |
| YTD | +27.2% | +11.9% | +15.4% | +21.0% |
| 1Y | +24.6% | +6.9% | +17.7% | +18.8% |
| 3Y | +13.7% | -39.4% | +53.1% | +17.6% |
| 5Y | -41.5% | -25.0% | -16.6% | -43.7% |
| 10Y | +0.7% | +244.9% | -244.2% | -24.2% |
| All | +0.7% | +242.5% | -241.8% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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