-13.1%
ODFL vs TECH
+1.4%
-14.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -14.3% | +0.3% | -14.6% | -14.3% |
| 3M | -26.7% | +32.9% | -59.7% | -33.4% |
| 6M | -7.5% | +32.1% | -39.5% | -17.2% |
| YTD | +16.5% | +23.4% | -6.8% | +7.4% |
| 1Y | +23.5% | +34.1% | -10.5% | +10.0% |
| All | -13.1% | +1.4% | -14.5% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling