+458.4%
AXP vs MOH
+257.3%
+201.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -0.9% |
| 7D | -2.8% | -1.3% | -1.5% | -2.6% |
| 30D | -5.9% | +3.0% | -8.8% | -6.4% |
| 3M | +2.6% | +1.2% | +1.4% | +2.1% |
| 6M | +6.4% | +41.7% | -35.3% | -0.8% |
| YTD | -12.6% | +15.4% | -28.0% | -16.6% |
| 1Y | +0.2% | +11.8% | -11.6% | -4.5% |
| 3Y | +110.9% | -37.5% | +148.4% | +115.7% |
| 5Y | +114.7% | -20.6% | +135.4% | +103.8% |
| All | +458.4% | +257.3% | +201.1% | +307.3% |
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