+72.7%
SWK vs MOH
+47.1%
+25.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.3% |
| 7D | -2.0% | -3.1% | +1.2% | -1.8% |
| 30D | +24.6% | +0.2% | +24.4% | +24.6% |
| 3M | +10.8% | +1.8% | +9.0% | +10.8% |
| 6M | +46.1% | +9.5% | +36.5% | +46.0% |
| YTD | +56.8% | +20.9% | +35.9% | +50.6% |
| 1Y | +72.7% | +48.8% | +23.9% | +46.1% |
| All | +72.7% | +47.1% | +25.6% | +46.1% |
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