+34,131.0%
ODFL vs BTI
+6,528.6%
+27,602.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +0.2% | -1.4% | +1.5% | +0.4% |
| 30D | -13.4% | -7.0% | -6.4% | -12.4% |
| 3M | -24.2% | -6.3% | -17.9% | -23.4% |
| 6M | -3.3% | -2.0% | -1.3% | -3.3% |
| YTD | +19.8% | +0.2% | +19.6% | +19.3% |
| 1Y | +24.5% | +3.8% | +20.7% | +23.2% |
| 3Y | -9.6% | +112.1% | -121.7% | -21.5% |
| 5Y | +28.0% | +113.6% | -85.6% | +10.6% |
| 10Y | +735.3% | +69.6% | +665.6% | +631.6% |
| All | +34,131.0% | +6,528.6% | +27,602.5% | +23,202.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling