+288.1%
ODFL vs EQH
+230.1%
+58.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.2% |
| 7D | -2.8% | -1.8% | -1.0% | -2.1% |
| 30D | -13.7% | +2.4% | -16.1% | -14.6% |
| 3M | -23.4% | +26.3% | -49.7% | -30.9% |
| 6M | -7.2% | +35.8% | -43.0% | -19.3% |
| YTD | +15.6% | +12.7% | +3.0% | +8.4% |
| 1Y | +24.2% | +2.5% | +21.7% | +20.6% |
| 3Y | -12.8% | +98.6% | -111.4% | -35.6% |
| 5Y | +27.1% | +101.7% | -74.6% | -8.2% |
| All | +288.1% | +230.1% | +58.0% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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