+8,981.9%
SWKS vs MOS
+115.8%
+8,866.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +17.4% | -20.3% | -8.2% |
| 7D | -4.9% | +17.9% | -22.9% | -10.3% |
| 30D | -1.2% | +1.6% | -2.7% | -2.6% |
| 3M | +24.2% | -4.0% | +28.1% | +24.3% |
| 6M | +21.5% | -4.1% | +25.6% | +20.8% |
| YTD | +33.5% | -7.8% | +41.3% | +32.3% |
| 1Y | +18.9% | -15.6% | +34.5% | +20.7% |
| 3Y | +0.4% | -28.9% | +29.2% | +5.6% |
| 5Y | -44.3% | -36.8% | -7.5% | -42.5% |
| 10Y | +37.1% | +6.7% | +30.5% | +5.4% |
| All | +8,981.9% | +115.8% | +8,866.2% | +4,616.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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