+114.5%
AXP vs MOH
-37.8%
+152.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | 0.0% |
| 7D | +0.6% | -3.3% | +3.9% | +0.7% |
| 30D | -4.3% | -0.1% | -4.3% | -4.3% |
| 3M | +4.7% | -1.1% | +5.8% | +4.7% |
| 6M | +9.0% | +35.9% | -26.9% | +8.5% |
| YTD | -11.1% | +13.1% | -24.3% | -11.1% |
| 1Y | +1.3% | +11.8% | -10.5% | +1.1% |
| 3Y | +114.5% | -38.7% | +153.2% | +108.4% |
| All | +114.5% | -37.8% | +152.3% | +108.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling