+48,447.3%
ODFL vs NVS
+1,074.0%
+47,373.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.3% | -14.3% | +11.0% | +1.7% |
| 30D | -15.3% | -10.0% | -5.3% | -12.9% |
| 3M | -27.3% | -10.9% | -16.4% | -25.1% |
| 6M | -4.5% | -12.0% | +7.5% | -1.2% |
| YTD | +15.1% | +2.5% | +12.6% | +12.6% |
| 1Y | +21.1% | +10.7% | +10.4% | +15.0% |
| 3Y | -14.1% | +53.3% | -67.4% | -28.5% |
| 5Y | +26.6% | +93.6% | -67.0% | -4.2% |
| 10Y | +736.4% | +180.6% | +555.8% | +450.3% |
| All | +48,447.3% | +1,074.0% | +47,373.4% | +25,204.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling