+719.8%
ODFL vs IQV
+242.6%
+477.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -1.2% |
| 7D | -3.3% | -2.2% | -1.0% | -2.3% |
| 30D | -15.3% | +8.3% | -23.6% | -18.4% |
| 3M | -27.3% | +44.6% | -71.9% | -39.5% |
| 6M | -4.5% | +52.6% | -57.1% | -23.3% |
| YTD | +15.1% | +16.1% | -1.0% | +4.2% |
| 1Y | +21.1% | +37.3% | -16.2% | +0.4% |
| 3Y | -14.1% | +21.6% | -35.7% | -27.4% |
| 5Y | +26.6% | +0.5% | +26.1% | +16.2% |
| All | +719.8% | +242.6% | +477.2% | +376.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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