+27.1%
ODFL vs BTI
+116.2%
-89.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.0% |
| 7D | -2.8% | -2.0% | -0.8% | -2.4% |
| 30D | -13.7% | -3.4% | -10.2% | -13.1% |
| 3M | -23.4% | -9.0% | -14.4% | -22.1% |
| 6M | -7.2% | -5.0% | -2.1% | -6.6% |
| YTD | +15.6% | -0.3% | +16.0% | +15.1% |
| 1Y | +24.2% | +3.1% | +21.1% | +22.8% |
| 3Y | -12.8% | +111.0% | -123.7% | -29.7% |
| 5Y | +27.1% | +117.0% | -89.9% | +6.9% |
| All | +27.1% | +116.2% | -89.1% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling