+66.3%
IBIT vs ODFL
-5.6%
+72.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.4% |
| 7D | +1.1% | -3.0% | +4.2% | +1.8% |
| 30D | +22.2% | -14.3% | +36.5% | +26.5% |
| 3M | +26.0% | -26.7% | +52.8% | +35.0% |
| 6M | +13.2% | -7.5% | +20.7% | +13.5% |
| YTD | -10.8% | +16.5% | -27.3% | -16.2% |
| 1Y | -29.9% | +23.5% | -53.5% | -35.5% |
| All | +66.3% | -5.6% | +72.0% | +68.5% |
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 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