+27.1%
ODFL vs INDA
+4.5%
+22.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | +0.1% |
| 7D | -2.8% | -3.6% | +0.8% | -0.1% |
| 30D | -13.7% | -4.0% | -9.7% | -11.0% |
| 3M | -23.4% | +1.7% | -25.1% | -24.6% |
| 6M | -7.2% | -3.6% | -3.5% | -4.8% |
| YTD | +15.6% | -11.0% | +26.6% | +26.1% |
| 1Y | +24.2% | -9.5% | +33.7% | +33.2% |
| 3Y | -12.8% | +7.6% | -20.4% | -20.6% |
| 5Y | +27.1% | +4.8% | +22.3% | +12.5% |
| All | +27.1% | +4.5% | +22.6% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling