+4,921.0%
ODFL vs MUB
+76.3%
+4,844.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -6.3% | -0.9% | -5.4% | -6.0% |
| 30D | -13.6% | -1.4% | -12.2% | -13.2% |
| 3M | -24.2% | -2.2% | -22.0% | -23.6% |
| 6M | -13.8% | -1.9% | -11.9% | -13.2% |
| YTD | +19.0% | -0.8% | +19.8% | +19.5% |
| 1Y | +25.7% | +2.7% | +22.9% | +24.9% |
| 3Y | -13.1% | +8.6% | -21.7% | -15.1% |
| 5Y | +26.7% | +2.0% | +24.6% | +24.8% |
| 10Y | +721.5% | +17.9% | +703.6% | +714.8% |
| All | +4,921.0% | +76.3% | +4,844.8% | +5,124.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling