+39.8%
ODFL vs MSFU
+71.2%
-31.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | -2.8% | -6.9% | +4.1% | -1.9% |
| 30D | -13.7% | -5.1% | -8.5% | -13.2% |
| 3M | -23.4% | +44.6% | -68.0% | -28.0% |
| 6M | -7.2% | +32.8% | -40.0% | -12.3% |
| YTD | +15.6% | -10.1% | +25.7% | +16.7% |
| 1Y | +24.2% | -19.4% | +43.5% | +27.6% |
| 3Y | -12.8% | +26.2% | -38.9% | -24.7% |
| All | +39.8% | +71.2% | -31.4% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSFU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling