+29.7%
ODFL vs BUD
+33.8%
-4.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | +1.3% |
| 7D | +5.8% | +1.0% | +4.8% | +5.4% |
| 30D | -5.3% | +6.7% | -12.0% | -7.7% |
| 3M | -19.0% | +5.7% | -24.7% | -20.8% |
| 6M | -7.5% | +5.8% | -13.3% | -10.1% |
| YTD | +11.8% | +34.4% | -22.6% | -10.0% |
| 1Y | +29.7% | +33.3% | -3.6% | +5.3% |
| All | +29.7% | +33.8% | -4.1% | +5.3% |
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