+25.7%
ODFL vs BAM
-8.8%
+34.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | -0.2% |
| 7D | -6.3% | -2.0% | -4.3% | -5.6% |
| 30D | -13.6% | -2.9% | -10.7% | -12.8% |
| 3M | -24.2% | +9.4% | -33.6% | -27.0% |
| 6M | -13.8% | +10.8% | -24.5% | -18.1% |
| YTD | +19.0% | -0.4% | +19.5% | +17.4% |
| 1Y | +25.7% | -10.9% | +36.5% | +27.8% |
| All | +25.7% | -8.8% | +34.5% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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