+1,022.8%
NBIS vs ODFL
-7.8%
+1,030.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.5% |
| 7D | -0.8% | -3.3% | +2.5% | +0.1% |
| 30D | -13.4% | -15.3% | +1.9% | -9.6% |
| 3M | +1.0% | -27.3% | +28.4% | +9.2% |
| 6M | +100.5% | -4.5% | +105.0% | +95.6% |
| YTD | +168.3% | +15.1% | +153.1% | +137.8% |
| 1Y | +151.8% | +21.1% | +130.7% | +117.4% |
| All | +1,022.8% | -7.8% | +1,030.5% | +950.5% |
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 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