+49,344.8%
ODFL vs HIG
+980.5%
+48,364.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.0% |
| 7D | +0.2% | -1.1% | +1.2% | +0.3% |
| 30D | -13.4% | -4.9% | -8.5% | -12.6% |
| 3M | -24.2% | +6.8% | -31.0% | -25.2% |
| 6M | -3.3% | -1.7% | -1.6% | -3.2% |
| YTD | +19.8% | -0.2% | +20.0% | +19.7% |
| 1Y | +24.5% | +5.7% | +18.8% | +22.9% |
| 3Y | -9.6% | +100.3% | -109.9% | -21.1% |
| 5Y | +28.0% | +118.5% | -90.5% | +9.8% |
| 10Y | +735.3% | +309.7% | +425.5% | +518.2% |
| All | +49,344.8% | +980.5% | +48,364.3% | +24,724.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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