+127.8%
AAPL vs MOH
-19.7%
+147.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.6% |
| 7D | +3.8% | +1.7% | +2.1% | +3.7% |
| 30D | +9.9% | -0.9% | +10.8% | +10.0% |
| 3M | +12.5% | +5.7% | +6.8% | +11.9% |
| 6M | +27.6% | +39.1% | -11.5% | +24.2% |
| YTD | +22.6% | +17.7% | +4.9% | +20.2% |
| 1Y | +45.0% | +8.4% | +36.6% | +42.9% |
| 3Y | +87.8% | -36.6% | +124.3% | +90.4% |
| All | +127.8% | -19.7% | +147.5% | +111.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling