+64.4%
IBIT vs ODFL
-6.8%
+71.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -3.2% | -3.3% | 0.0% | -2.5% |
| 30D | +22.0% | -15.3% | +37.2% | +26.6% |
| 3M | +21.4% | -27.3% | +48.7% | +30.4% |
| 6M | +9.2% | -4.5% | +13.7% | +8.6% |
| YTD | -11.8% | +15.1% | -27.0% | -17.0% |
| 1Y | -32.7% | +21.1% | -53.8% | -37.7% |
| All | +64.4% | -6.8% | +71.1% | +67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling