+4,287.6%
ODFL vs BTG
+385.9%
+3,901.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -2.8% |
| 7D | -3.0% | +2.4% | -5.4% | -3.1% |
| 30D | -14.3% | +9.5% | -23.7% | -14.6% |
| 3M | -26.7% | +38.5% | -65.2% | -27.9% |
| 6M | -7.5% | +5.6% | -13.1% | -8.1% |
| YTD | +16.5% | +23.9% | -7.4% | +14.7% |
| 1Y | +23.5% | +32.1% | -8.6% | +21.0% |
| 3Y | -12.1% | +103.2% | -115.3% | -16.1% |
| 5Y | +28.9% | +79.7% | -50.8% | +23.0% |
| 10Y | +746.5% | +159.1% | +587.3% | +686.3% |
| All | +4,287.6% | +385.9% | +3,901.7% | +3,665.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling