+256.9%
BNY vs ODFL
+25.4%
+231.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | -1.3% | -3.3% | +1.9% | -0.6% |
| 30D | -0.2% | -15.3% | +15.1% | +3.6% |
| 3M | +14.9% | -27.3% | +42.3% | +23.4% |
| 6M | +40.0% | -4.5% | +44.5% | +40.1% |
| YTD | +42.0% | +15.1% | +26.8% | +34.8% |
| 1Y | +56.9% | +21.1% | +35.8% | +46.4% |
| 3Y | +289.9% | -14.1% | +304.0% | +286.6% |
| All | +256.9% | +25.4% | +231.5% | +198.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling