+24.6%
SWK vs MOH
+9.6%
+15.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.2% |
| 7D | -4.6% | -4.2% | -0.4% | -4.4% |
| 30D | -9.9% | -2.4% | -7.5% | -9.8% |
| 3M | +15.4% | -4.4% | +19.8% | +15.3% |
| 6M | +25.0% | +32.9% | -8.0% | +22.9% |
| YTD | +27.2% | +11.9% | +15.4% | +25.2% |
| 1Y | +24.6% | +6.9% | +17.7% | +19.0% |
| All | +24.6% | +9.6% | +15.0% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling