+26.3%
ODFL vs ACWI
+67.7%
-41.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -6.3% | +0.5% | -6.8% | -6.8% |
| 30D | -13.6% | +0.9% | -14.5% | -14.4% |
| 3M | -24.2% | +2.4% | -26.6% | -26.5% |
| 6M | -13.8% | +12.4% | -26.2% | -25.5% |
| YTD | +19.0% | +15.2% | +3.9% | -0.2% |
| 1Y | +25.7% | +22.7% | +3.0% | -2.8% |
| 3Y | -13.1% | +75.8% | -88.9% | -57.1% |
| All | +26.3% | +67.7% | -41.3% | -35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling