+25.7%
ODFL vs GEN
+5.4%
+20.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +0.5% |
| 7D | -6.3% | -1.2% | -5.1% | -6.1% |
| 30D | -13.6% | +10.1% | -23.7% | -15.1% |
| 3M | -24.2% | +16.1% | -40.3% | -26.1% |
| 6M | -13.8% | +38.9% | -52.6% | -17.3% |
| YTD | +19.0% | +14.4% | +4.6% | +27.6% |
| 1Y | +25.7% | +5.9% | +19.8% | +39.2% |
| All | +25.7% | +5.4% | +20.2% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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