+70.1%
MA vs ODFL
-12.0%
+82.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +0.7% |
| 7D | +1.8% | -5.4% | +7.2% | +2.7% |
| 30D | +11.8% | -7.7% | +19.5% | +13.2% |
| 3M | +17.2% | -20.8% | +38.0% | +21.3% |
| 6M | +33.4% | -15.0% | +48.4% | +36.0% |
| YTD | +16.1% | +7.6% | +8.5% | +12.2% |
| 1Y | +19.9% | +22.7% | -2.8% | +12.7% |
| 3Y | +70.1% | -12.9% | +83.0% | +66.0% |
| All | +70.1% | -12.0% | +82.0% | +66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling