+568.2%
ODFL vs SUI
+118.5%
+449.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.7% |
| 7D | -4.4% | +6.2% | -10.6% | -6.7% |
| 30D | -6.1% | +8.6% | -14.7% | -9.1% |
| 3M | -21.9% | +1.0% | -22.9% | -22.4% |
| 6M | -17.6% | -2.6% | -15.0% | -17.2% |
| YTD | +5.6% | -0.1% | +5.8% | +5.0% |
| 1Y | +20.5% | +0.5% | +20.1% | +19.6% |
| 3Y | -14.8% | +15.3% | -30.1% | -21.2% |
| 5Y | -3.0% | -26.1% | +23.2% | +5.1% |
| All | +568.2% | +118.5% | +449.7% | +525.5% |
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