-14.1%
ODFL vs TRI
-18.9%
+4.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | -3.3% | -7.9% | +4.6% | -2.7% |
| 30D | -15.3% | -4.5% | -10.8% | -15.1% |
| 3M | -27.3% | +22.1% | -49.4% | -28.3% |
| 6M | -4.5% | -2.8% | -1.7% | -4.0% |
| YTD | +15.1% | -23.4% | +38.6% | +19.7% |
| 1Y | +21.1% | -41.5% | +62.6% | +31.5% |
| 3Y | -14.1% | -19.2% | +5.1% | -20.9% |
| All | -14.1% | -18.9% | +4.8% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling