+424.9%
AXP vs MOH
+319.7%
+105.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.4% |
| 7D | -2.9% | -7.6% | +4.7% | -1.5% |
| 30D | +3.7% | +2.4% | +1.3% | +3.2% |
| 3M | -4.9% | +7.6% | -12.5% | -6.3% |
| 6M | +4.1% | +13.0% | -8.9% | +1.2% |
| YTD | -11.7% | +20.6% | -32.3% | -16.6% |
| 1Y | -11.7% | +45.8% | -57.5% | -19.9% |
| 3Y | +116.5% | -41.6% | +158.1% | +126.5% |
| 5Y | +89.5% | -33.1% | +122.6% | +88.2% |
| 10Y | +424.9% | +340.2% | +84.7% | +262.1% |
| All | +424.9% | +319.7% | +105.2% | +262.1% |
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