+3,995.3%
ODFL vs ACWI
+356.8%
+3,638.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -6.3% | +0.5% | -6.8% | -6.7% |
| 30D | -13.6% | +0.9% | -14.5% | -14.3% |
| 3M | -24.2% | +2.4% | -26.6% | -26.1% |
| 6M | -13.8% | +12.4% | -26.2% | -23.6% |
| YTD | +19.0% | +15.2% | +3.9% | +2.9% |
| 1Y | +25.7% | +22.7% | +3.0% | +1.8% |
| 3Y | -13.1% | +75.8% | -88.9% | -50.8% |
| 5Y | +26.7% | +67.7% | -41.1% | -23.6% |
| 10Y | +721.5% | +229.0% | +492.5% | +157.5% |
| All | +3,995.3% | +356.8% | +3,638.5% | +879.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling