+1,816.0%
ODFL vs INDA
+109.8%
+1,706.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.3% |
| 7D | -3.0% | -2.6% | -0.4% | -1.8% |
| 30D | -14.3% | -2.9% | -11.3% | -13.0% |
| 3M | -26.7% | +2.4% | -29.1% | -27.7% |
| 6M | -7.5% | -2.6% | -4.9% | -6.4% |
| YTD | +16.5% | -10.0% | +26.5% | +22.6% |
| 1Y | +23.5% | -7.7% | +31.2% | +28.1% |
| 3Y | -12.1% | +8.9% | -21.0% | -15.8% |
| 5Y | +28.9% | +6.0% | +22.9% | +25.0% |
| 10Y | +746.5% | +84.4% | +662.1% | +527.9% |
| All | +1,816.0% | +109.8% | +1,706.2% | +1,226.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling