+719.8%
ODFL vs AGI
+392.3%
+327.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | -3.3% | -2.7% | -0.5% | -3.2% |
| 30D | -15.3% | +7.2% | -22.5% | -15.5% |
| 3M | -27.3% | +4.3% | -31.6% | -27.5% |
| 6M | -4.5% | -27.1% | +22.6% | -3.6% |
| YTD | +15.1% | -6.6% | +21.8% | +15.1% |
| 1Y | +21.1% | +9.5% | +11.6% | +20.4% |
| 3Y | -14.1% | +208.4% | -222.5% | -18.7% |
| 5Y | +26.6% | +401.6% | -375.0% | +17.4% |
| All | +719.8% | +392.3% | +327.5% | +673.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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