+27.5%
ODFL vs IWD
+28.6%
-1.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.4% |
| 7D | +0.6% | +1.7% | -1.0% | -2.1% |
| 30D | -6.3% | +3.2% | -9.5% | -11.3% |
| 3M | -19.1% | +2.3% | -21.4% | -22.3% |
| 6M | -9.9% | +12.9% | -22.9% | -28.8% |
| YTD | +9.9% | +26.2% | -16.3% | -30.6% |
| All | +27.5% | +28.6% | -1.1% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling