+247.6%
DIA vs ODFL
+742.1%
-494.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -1.6% | -3.3% | +1.7% | -0.6% |
| 30D | -2.0% | -15.3% | +13.2% | +2.9% |
| 3M | +3.6% | -27.3% | +30.9% | +13.7% |
| 6M | +11.5% | -4.5% | +16.0% | +11.8% |
| YTD | +10.4% | +15.1% | -4.8% | +3.5% |
| 1Y | +15.6% | +21.1% | -5.5% | +6.1% |
| 3Y | +58.9% | -14.1% | +73.0% | +57.1% |
| 5Y | +65.3% | +26.6% | +38.8% | +34.9% |
| All | +247.6% | +742.1% | -494.5% | +45.6% |
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