+25.7%
ODFL vs BUD
+36.8%
-11.1%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -6.3% | +0.3% | -6.6% | -6.4% |
| 30D | -13.6% | -5.7% | -7.9% | -11.7% |
| 3M | -24.2% | +3.1% | -27.3% | -25.3% |
| 6M | -13.8% | +7.9% | -21.7% | -17.8% |
| YTD | +19.0% | +27.3% | -8.3% | +2.9% |
| 1Y | +25.7% | +37.8% | -12.1% | +5.4% |
| All | +25.7% | +36.8% | -11.1% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling