+39,567.3%
ODFL vs PFG
+1,015.3%
+38,552.0%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.6% |
| 7D | -6.3% | +5.5% | -11.8% | -8.2% |
| 30D | -13.6% | +2.4% | -16.0% | -14.5% |
| 3M | -24.2% | +13.6% | -37.8% | -27.9% |
| 6M | -13.8% | +27.9% | -41.7% | -21.4% |
| YTD | +19.0% | +35.6% | -16.5% | +6.4% |
| 1Y | +25.7% | +48.5% | -22.8% | +8.6% |
| 3Y | -13.1% | +66.9% | -80.0% | -27.8% |
| 5Y | +26.7% | +111.0% | -84.3% | -3.7% |
| 10Y | +721.5% | +244.5% | +477.0% | +399.2% |
| All | +39,567.3% | +1,015.3% | +38,552.0% | +15,287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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