+719.8%
ODFL vs INDA
+84.7%
+635.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -1.0% |
| 7D | -3.3% | -2.7% | -0.6% | -1.8% |
| 30D | -15.3% | -2.8% | -12.5% | -14.0% |
| 3M | -27.3% | +1.6% | -29.0% | -28.1% |
| 6M | -4.5% | -1.4% | -3.1% | -3.9% |
| YTD | +15.1% | -10.1% | +25.3% | +22.1% |
| 1Y | +21.1% | -8.8% | +29.9% | +27.1% |
| 3Y | -14.1% | +7.6% | -21.7% | -18.0% |
| 5Y | +26.6% | +5.8% | +20.8% | +21.7% |
| All | +719.8% | +84.7% | +635.1% | +500.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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