-0.4%
ODFL vs SUI
-26.4%
+26.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.7% | +1.2% |
| 7D | +5.8% | -1.5% | +7.3% | +6.5% |
| 30D | -5.3% | +3.7% | -9.1% | -7.1% |
| 3M | -19.0% | -0.4% | -18.6% | -19.1% |
| 6M | -7.5% | -2.8% | -4.7% | -7.0% |
| YTD | +11.8% | -1.6% | +13.4% | +11.7% |
| 1Y | +29.7% | -2.1% | +31.7% | +29.8% |
| 3Y | -9.1% | +18.5% | -27.6% | -20.0% |
| All | -0.4% | -26.4% | +26.0% | +19.6% |
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