+651.5%
ADI vs ODFL
+742.1%
-90.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.0% |
| 7D | +4.6% | -3.3% | +7.8% | +6.1% |
| 30D | -1.2% | -15.3% | +14.1% | +6.2% |
| 3M | -7.8% | -27.3% | +19.5% | +5.7% |
| 6M | +19.3% | -4.5% | +23.8% | +20.1% |
| YTD | +40.9% | +15.1% | +25.8% | +29.0% |
| 1Y | +54.5% | +21.1% | +33.4% | +37.5% |
| 3Y | +123.4% | -14.1% | +137.5% | +122.8% |
| 5Y | +142.3% | +26.6% | +115.7% | +89.7% |
| All | +651.5% | +742.1% | -90.6% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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