+719.8%
ODFL vs BTI
+73.8%
+646.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -3.3% | -0.2% | -3.1% | -3.2% |
| 30D | -15.3% | -1.1% | -14.2% | -15.1% |
| 3M | -27.3% | -8.8% | -18.6% | -25.8% |
| 6M | -4.5% | -4.0% | -0.5% | -4.1% |
| YTD | +15.1% | +0.4% | +14.8% | +14.3% |
| 1Y | +21.1% | +1.9% | +19.2% | +19.7% |
| 3Y | -14.1% | +108.5% | -122.6% | -30.9% |
| 5Y | +26.6% | +118.5% | -91.9% | -0.2% |
| All | +719.8% | +73.8% | +646.1% | +546.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling