+66.7%
IBIT vs ODFL
-3.0%
+69.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | +1.4% | +0.2% | +1.3% | +1.4% |
| 30D | +20.6% | -13.4% | +34.1% | +24.6% |
| 3M | +23.7% | -24.2% | +47.9% | +31.4% |
| 6M | +15.0% | -3.3% | +18.3% | +14.1% |
| YTD | -10.6% | +19.8% | -30.4% | -16.6% |
| 1Y | -30.3% | +24.5% | -54.8% | -35.9% |
| All | +66.7% | -3.0% | +69.7% | +67.9% |
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 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