+27.3%
ODFL vs BTG
+78.0%
-50.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -3.3% | -3.8% | +0.5% | -2.9% |
| 30D | -15.3% | +3.6% | -18.9% | -15.6% |
| 3M | -27.3% | +32.0% | -59.3% | -29.4% |
| 6M | -4.5% | +3.4% | -7.9% | -5.6% |
| YTD | +15.1% | +20.8% | -5.6% | +11.6% |
| 1Y | +21.1% | +22.4% | -1.3% | +16.5% |
| 3Y | -14.1% | +91.7% | -105.8% | -23.3% |
| All | +27.3% | +78.0% | -50.7% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling