+25.7%
ODFL vs NVS
+27.7%
-2.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.6% |
| 7D | -6.3% | +4.0% | -10.3% | -7.5% |
| 30D | -13.6% | +3.6% | -17.2% | -14.7% |
| 3M | -24.2% | +7.8% | -32.0% | -26.9% |
| 6M | -13.8% | -0.2% | -13.6% | -13.9% |
| YTD | +19.0% | +19.6% | -0.5% | +9.1% |
| 1Y | +25.7% | +28.4% | -2.7% | +10.9% |
| All | +25.7% | +27.7% | -2.0% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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