-10.6%
ODFL vs SUI
+17.1%
-27.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | +0.6% | -3.8% | +4.5% | +2.0% |
| 30D | -6.3% | +3.9% | -10.2% | -7.7% |
| 3M | -19.1% | +0.2% | -19.3% | -19.4% |
| 6M | -9.9% | -4.2% | -5.8% | -9.1% |
| YTD | +9.9% | -2.5% | +12.5% | +10.3% |
| 1Y | +24.4% | -4.0% | +28.4% | +25.5% |
| All | -10.6% | +17.1% | -27.7% | -23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling