+26.3%
ODFL vs SUI
-32.0%
+58.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -6.3% | -2.8% | -3.4% | -5.1% |
| 30D | -13.6% | -1.2% | -12.4% | -13.3% |
| 3M | -24.2% | -1.7% | -22.4% | -23.8% |
| 6M | -13.8% | -10.5% | -3.3% | -9.6% |
| YTD | +19.0% | -1.8% | +20.9% | +19.3% |
| 1Y | +25.7% | -4.1% | +29.8% | +27.3% |
| 3Y | -13.1% | +11.3% | -24.4% | -20.7% |
| All | +26.3% | -32.0% | +58.3% | +55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling