+73.9%
HST vs ODFL
+25.9%
+48.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.8% |
| 7D | -0.3% | -3.0% | +2.7% | +0.7% |
| 30D | -2.8% | -14.3% | +11.5% | +2.3% |
| 3M | -6.5% | -26.7% | +20.3% | +3.6% |
| 6M | +20.7% | -7.5% | +28.2% | +22.6% |
| YTD | +30.5% | +16.5% | +13.9% | +21.4% |
| 1Y | +36.8% | +23.5% | +13.2% | +24.0% |
| 3Y | +65.9% | -12.1% | +78.0% | +64.0% |
| 5Y | +73.9% | +28.9% | +45.0% | +39.1% |
| All | +73.9% | +25.9% | +48.0% | +39.1% |
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