+27.7%
ODFL vs TRI
-22.4%
+50.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.4% | -5.4% | +0.7% |
| 7D | +3.5% | +1.0% | +2.5% | +3.4% |
| 30D | 0.0% | +20.8% | -20.7% | -1.0% |
| 3M | -18.1% | +8.1% | -26.2% | -18.5% |
| 6M | -6.4% | +24.2% | -30.6% | -7.2% |
| YTD | +14.9% | -7.8% | +22.7% | +28.3% |
| 1Y | +27.7% | -16.7% | +44.4% | +53.9% |
| All | +27.7% | -22.4% | +50.1% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling