-9.1%
ODFL vs ACWI
+74.6%
-83.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | +5.8% | +2.4% | +3.4% | +3.1% |
| 30D | -5.3% | -1.7% | -3.7% | -3.6% |
| 3M | -19.0% | -3.9% | -15.0% | -15.5% |
| 6M | -7.5% | +0.8% | -8.3% | -8.8% |
| YTD | +11.8% | +11.0% | +0.7% | -1.7% |
| 1Y | +29.7% | +13.1% | +16.6% | +11.6% |
| 3Y | -9.1% | +73.9% | -83.0% | -57.0% |
| All | -9.1% | +74.6% | -83.7% | -57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling