+27.1%
ODFL vs TECH
-42.4%
+69.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -32.8% |
| 6M | -7.2% | +36.9% | -44.0% | -20.3% |
| YTD | +15.6% | +23.1% | -7.5% | +4.1% |
| 1Y | +24.2% | +42.2% | -18.1% | +4.4% |
| 3Y | -12.8% | +1.9% | -14.7% | -19.4% |
| 5Y | +27.1% | -42.9% | +70.0% | +44.9% |
| All | +27.1% | -42.4% | +69.5% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling