+0.1%
ODFL vs IOVA
-65.6%
+65.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -5.0% | -7.0% | +2.1% | -4.5% |
| 30D | -6.3% | -44.4% | +38.2% | -3.4% |
| 3M | -18.5% | +24.7% | -43.1% | -20.9% |
| 6M | -12.4% | +118.6% | -131.0% | -19.3% |
| YTD | +9.2% | +196.3% | -187.1% | -3.2% |
| 1Y | +23.0% | +205.3% | -182.3% | +8.4% |
| 3Y | -11.6% | +103.8% | -115.4% | -25.0% |
| 5Y | +0.1% | -65.6% | +65.7% | -11.1% |
| All | +0.1% | -65.6% | +65.8% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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