+4,112.8%
ODFL vs POET
-20.5%
+4,133.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -0.5% |
| 7D | -3.3% | +0.4% | -3.6% | -3.3% |
| 30D | -15.3% | -10.4% | -4.9% | -15.1% |
| 3M | -27.3% | -29.3% | +2.0% | -27.0% |
| 6M | -4.5% | +6.9% | -11.3% | -5.8% |
| YTD | +15.1% | +25.6% | -10.4% | +13.1% |
| 1Y | +21.1% | +49.2% | -28.1% | +18.2% |
| 3Y | -14.1% | +128.4% | -142.6% | -18.1% |
| 5Y | +26.6% | -4.2% | +30.8% | +21.3% |
| 10Y | +736.4% | +30.3% | +706.1% | +689.4% |
| All | +4,112.8% | -20.5% | +4,133.3% | +4,699.8% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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