+46.2%
IBIT vs ODFL
-9.5%
+55.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.7% | -5.2% | -3.9% |
| 7D | -9.2% | +5.8% | -15.0% | -10.4% |
| 30D | -15.8% | -5.3% | -10.5% | -14.9% |
| 3M | +8.5% | -19.0% | +27.5% | +13.5% |
| 6M | -13.7% | -7.5% | -6.2% | -13.3% |
| YTD | -21.6% | +11.8% | -33.4% | -25.8% |
| 1Y | -30.0% | +29.7% | -59.6% | -36.8% |
| All | +46.2% | -9.5% | +55.7% | +49.2% |
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