+24.4%
ODFL vs ACWI
+11.6%
+12.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | +0.6% | +2.7% | -2.0% | -1.7% |
| 30D | -6.3% | -2.6% | -3.7% | -4.1% |
| 3M | -19.1% | -3.2% | -15.9% | -16.8% |
| 6M | -9.9% | +1.9% | -11.8% | -12.2% |
| YTD | +9.9% | +11.3% | -1.4% | -3.2% |
| 1Y | +24.4% | +11.7% | +12.7% | +9.3% |
| All | +24.4% | +11.6% | +12.8% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling