+47.1%
EQT vs ODFL
+742.1%
-695.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | -2.0% | -3.3% | +1.3% | -1.3% |
| 30D | 0.0% | -15.3% | +15.3% | +3.3% |
| 3M | +5.9% | -27.3% | +33.3% | +12.7% |
| 6M | -14.8% | -4.5% | -10.3% | -15.0% |
| YTD | +1.8% | +15.1% | -13.4% | -3.5% |
| 1Y | +7.4% | +21.1% | -13.7% | +0.3% |
| 3Y | +33.6% | -14.1% | +47.7% | +31.7% |
| 5Y | +199.3% | +26.6% | +172.7% | +156.8% |
| All | +47.1% | +742.1% | -695.0% | -40.9% |
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