+24.5%
ODFL vs BAM
-12.8%
+37.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.8% |
| 7D | +0.2% | -1.6% | +1.7% | +0.7% |
| 30D | -13.4% | -6.0% | -7.4% | -11.6% |
| 3M | -24.2% | +7.3% | -31.5% | -26.7% |
| 6M | -3.3% | +8.2% | -11.5% | -7.7% |
| YTD | +19.8% | -3.8% | +23.6% | +19.5% |
| 1Y | +24.5% | -10.7% | +35.3% | +27.9% |
| All | +24.5% | -12.8% | +37.3% | +27.9% |
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