+58.1%
SWK vs MOH
-41.6%
+99.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.7% | +5.5% | +3.1% |
| 7D | +10.7% | -2.4% | +13.1% | +11.0% |
| 30D | +33.3% | +3.3% | +30.1% | +33.1% |
| 3M | +14.7% | +3.5% | +11.2% | +14.3% |
| 6M | +48.5% | +9.4% | +39.2% | +47.0% |
| YTD | +63.9% | +17.2% | +46.7% | +59.6% |
| 1Y | +80.4% | +33.7% | +46.7% | +72.5% |
| 3Y | +58.1% | -42.3% | +100.4% | +62.9% |
| All | +58.1% | -41.6% | +99.7% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling