+188.7%
ODFL vs ONTO
+476.3%
-287.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +2.3% |
| 7D | +5.8% | +17.5% | -11.7% | +1.7% |
| 30D | -5.3% | -15.7% | +10.3% | -2.8% |
| 3M | -19.0% | -39.7% | +20.8% | -10.7% |
| 6M | -7.5% | -26.5% | +19.0% | -6.2% |
| YTD | +11.8% | +29.0% | -17.2% | -4.4% |
| 1Y | +29.7% | +57.0% | -27.3% | +4.8% |
| 3Y | -9.1% | +50.0% | -59.1% | -34.3% |
| 5Y | +0.2% | +127.3% | -127.0% | -40.9% |
| All | +188.7% | +476.3% | -287.6% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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