+30,910.7%
ODFL vs TRI
+518.6%
+30,392.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.5% | +7.1% | +3.4% |
| 7D | +0.2% | -7.1% | +7.2% | +3.0% |
| 30D | -13.4% | -2.3% | -11.1% | -13.2% |
| 3M | -24.2% | +19.6% | -43.7% | -31.5% |
| 6M | -3.3% | -8.7% | +5.4% | -3.2% |
| YTD | +19.8% | -22.3% | +42.0% | +26.7% |
| 1Y | +24.5% | -40.7% | +65.2% | +49.7% |
| 3Y | -9.6% | -17.8% | +8.1% | -10.8% |
| 5Y | +28.0% | -8.5% | +36.5% | +19.3% |
| 10Y | +735.3% | +192.6% | +542.7% | +325.7% |
| All | +30,910.7% | +518.6% | +30,392.1% | +11,010.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling