+723.3%
ODFL vs TECH
+189.8%
+533.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -2.8% | -0.5% | -2.3% | -2.6% |
| 30D | -13.7% | 0.0% | -13.7% | -13.7% |
| 3M | -23.4% | +37.4% | -60.8% | -33.2% |
| 6M | -7.2% | +36.9% | -44.0% | -20.8% |
| YTD | +15.6% | +23.1% | -7.5% | +3.4% |
| 1Y | +24.2% | +42.2% | -18.1% | +3.6% |
| 3Y | -12.8% | +1.9% | -14.7% | -20.1% |
| 5Y | +27.1% | -42.9% | +70.0% | +46.4% |
| All | +723.3% | +189.8% | +533.5% | +336.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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