-14.1%
ODFL vs IQV
+22.1%
-36.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.2% | -1.0% |
| 7D | -3.3% | -2.2% | -1.0% | -2.6% |
| 30D | -15.3% | +8.3% | -23.6% | -17.5% |
| 3M | -27.3% | +44.6% | -71.9% | -36.2% |
| 6M | -4.5% | +52.6% | -57.1% | -18.3% |
| YTD | +15.1% | +16.1% | -1.0% | +8.1% |
| 1Y | +21.1% | +37.3% | -16.2% | +6.1% |
| 3Y | -14.1% | +21.6% | -35.7% | -22.6% |
| All | -14.1% | +22.1% | -36.2% | -22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling