+1,347.5%
ODFL vs IQV
+487.2%
+860.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.3% |
| 7D | -3.0% | -2.6% | -0.4% | -2.0% |
| 30D | -14.3% | +6.2% | -20.5% | -16.6% |
| 3M | -26.7% | +38.0% | -64.7% | -37.3% |
| 6M | -7.5% | +43.9% | -51.4% | -23.2% |
| YTD | +16.5% | +14.0% | +2.5% | +6.6% |
| 1Y | +23.5% | +35.5% | -12.0% | +3.7% |
| 3Y | -12.1% | +20.3% | -32.4% | -24.9% |
| 5Y | +28.9% | -1.6% | +30.6% | +19.8% |
| 10Y | +746.5% | +233.4% | +513.0% | +367.7% |
| All | +1,347.5% | +487.2% | +860.3% | +576.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling