+546.0%
ODFL vs HDB
+63.5%
+482.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +5.8% | +2.7% | +3.1% | +5.0% |
| 30D | -5.3% | +14.1% | -19.5% | -9.2% |
| 3M | -19.0% | +11.8% | -30.8% | -22.0% |
| 6M | -7.5% | +8.2% | -15.6% | -10.5% |
| YTD | +11.8% | -29.3% | +41.1% | +23.1% |
| 1Y | +29.7% | -28.8% | +58.4% | +42.3% |
| 3Y | -9.1% | -7.5% | -1.7% | -10.3% |
| 5Y | +0.2% | -23.1% | +23.3% | +3.3% |
| All | +546.0% | +63.5% | +482.5% | +412.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling