+29.7%
ODFL vs MUB
-0.2%
+29.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.0% | +2.4% |
| 7D | +5.8% | -1.3% | +7.1% | +8.8% |
| 30D | -5.3% | +2.2% | -7.5% | -10.8% |
| 3M | -19.0% | -1.6% | -17.3% | -11.7% |
| 6M | -7.5% | -1.3% | -6.2% | -0.3% |
| YTD | +11.8% | -0.7% | +12.4% | +16.4% |
| 1Y | +29.7% | -0.2% | +29.9% | +31.8% |
| All | +29.7% | -0.2% | +29.9% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling