+546.0%
ODFL vs MUB
+21.8%
+524.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.0% | +2.1% |
| 7D | +5.8% | -1.3% | +7.1% | +7.4% |
| 30D | -5.3% | +2.2% | -7.5% | -7.7% |
| 3M | -19.0% | -1.6% | -17.3% | -17.4% |
| 6M | -7.5% | -1.3% | -6.2% | -6.0% |
| YTD | +11.8% | -0.7% | +12.4% | +12.9% |
| 1Y | +29.7% | -0.2% | +29.9% | +30.3% |
| 3Y | -9.1% | +9.6% | -18.8% | -18.4% |
| 5Y | +0.2% | +2.6% | -2.3% | -3.2% |
| All | +546.0% | +21.8% | +524.2% | +552.7% |
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