+735.3%
ODFL vs ACWI
+226.0%
+509.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +0.2% | +1.1% | -0.9% | -1.1% |
| 30D | -13.4% | -0.2% | -13.2% | -13.2% |
| 3M | -24.2% | +4.7% | -28.9% | -28.1% |
| 6M | -3.3% | +14.5% | -17.8% | -17.1% |
| YTD | +19.8% | +14.6% | +5.1% | +2.7% |
| 1Y | +24.5% | +21.4% | +3.1% | 0.0% |
| 3Y | -9.6% | +77.6% | -87.2% | -52.0% |
| 5Y | +28.0% | +68.1% | -40.0% | -27.2% |
| 10Y | +735.3% | +226.1% | +509.1% | +140.5% |
| All | +735.3% | +226.0% | +509.3% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling