+719.8%
ODFL vs MUB
+17.2%
+702.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.9% |
| 7D | -3.3% | -0.8% | -2.4% | -2.4% |
| 30D | -15.3% | -2.4% | -12.9% | -12.9% |
| 3M | -27.3% | -2.8% | -24.5% | -24.9% |
| 6M | -4.5% | -2.2% | -2.3% | -1.9% |
| YTD | +15.1% | -1.6% | +16.7% | +17.5% |
| 1Y | +21.1% | 0.0% | +21.0% | +21.5% |
| 3Y | -14.1% | +7.9% | -22.0% | -21.0% |
| 5Y | +26.6% | +1.2% | +25.4% | +24.1% |
| All | +719.8% | +17.2% | +702.6% | +689.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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