+39,390.3%
ODFL vs HDB
+3,812.1%
+35,578.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -6.3% | +0.4% | -6.7% | -6.5% |
| 30D | -13.6% | -2.8% | -10.8% | -12.9% |
| 3M | -24.2% | -3.5% | -20.6% | -23.7% |
| 6M | -13.8% | -24.7% | +10.9% | -5.9% |
| YTD | +19.0% | -36.6% | +55.6% | +37.3% |
| 1Y | +25.7% | -34.4% | +60.1% | +43.0% |
| 3Y | -13.1% | -24.4% | +11.3% | -7.8% |
| 5Y | +26.7% | -35.4% | +62.0% | +39.5% |
| 10Y | +721.5% | +39.5% | +682.0% | +556.6% |
| All | +39,390.3% | +3,812.1% | +35,578.1% | +12,129.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling