+735.3%
ODFL vs PRU
+139.4%
+595.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.6% |
| 7D | +0.2% | +1.9% | -1.8% | -0.8% |
| 30D | -13.4% | -0.4% | -13.0% | -13.4% |
| 3M | -24.2% | +16.4% | -40.6% | -29.4% |
| 6M | -3.3% | +26.0% | -29.3% | -13.4% |
| YTD | +19.8% | +9.9% | +9.9% | +13.9% |
| 1Y | +24.5% | +18.8% | +5.8% | +14.1% |
| 3Y | -9.6% | +45.4% | -55.0% | -24.3% |
| 5Y | +28.0% | +45.6% | -17.5% | +6.2% |
| 10Y | +735.3% | +139.6% | +595.6% | +406.7% |
| All | +735.3% | +139.4% | +595.9% | +406.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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