+550.8%
ODFL vs SUI
+120.9%
+430.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | -5.0% | -2.4% | -2.5% | -4.1% |
| 30D | -6.3% | +3.3% | -9.6% | -7.6% |
| 3M | -18.5% | +0.7% | -19.1% | -18.9% |
| 6M | -12.4% | -4.1% | -8.2% | -11.4% |
| YTD | +9.2% | -1.8% | +11.0% | +9.3% |
| 1Y | +23.0% | -4.1% | +27.0% | +24.2% |
| 3Y | -11.6% | +17.4% | -29.0% | -18.9% |
| 5Y | +0.1% | -27.0% | +27.2% | +9.1% |
| 10Y | +550.8% | +121.2% | +429.7% | +480.4% |
| All | +550.8% | +120.9% | +430.0% | +480.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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