-61.1%
FISV vs ODFL
+28.2%
-89.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -0.3% | -6.3% | +5.9% | +1.4% |
| 30D | -2.1% | -13.6% | +11.5% | +1.7% |
| 3M | -5.7% | -24.2% | +18.4% | +1.2% |
| 6M | -15.3% | -13.8% | -1.6% | -12.8% |
| YTD | -21.1% | +19.0% | -40.1% | -27.6% |
| 1Y | -61.1% | +25.7% | -86.8% | -65.5% |
| All | -61.1% | +28.2% | -89.2% | -65.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling