-9.6%
ODFL vs BEN
+56.8%
-66.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +0.2% | +4.7% | -4.5% | -2.0% |
| 30D | -13.4% | +2.6% | -16.0% | -14.5% |
| 3M | -24.2% | +11.5% | -35.7% | -28.3% |
| 6M | -3.3% | +35.3% | -38.6% | -17.3% |
| YTD | +19.8% | +48.6% | -28.9% | -1.7% |
| 1Y | +24.5% | +46.7% | -22.2% | +2.5% |
| 3Y | -9.6% | +57.0% | -66.7% | -30.4% |
| All | -9.6% | +56.8% | -66.5% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling