+1,278.0%
AAPL vs MOH
+264.4%
+1,013.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.4% |
| 7D | +3.8% | +1.7% | +2.1% | +3.6% |
| 30D | +9.9% | -0.9% | +10.8% | +10.1% |
| 3M | +12.5% | +5.7% | +6.8% | +11.0% |
| 6M | +27.6% | +39.1% | -11.5% | +19.5% |
| YTD | +22.6% | +17.7% | +4.9% | +16.5% |
| 1Y | +45.0% | +8.4% | +36.6% | +39.0% |
| 3Y | +87.8% | -36.6% | +124.3% | +91.4% |
| 5Y | +128.7% | -19.1% | +147.8% | +116.4% |
| All | +1,278.0% | +264.4% | +1,013.6% | +908.0% |
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 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