+719.8%
ODFL vs TRU
+147.2%
+572.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.8% |
| 7D | -3.3% | -2.7% | -0.5% | -2.1% |
| 30D | -15.3% | -2.0% | -13.2% | -14.8% |
| 3M | -27.3% | +18.4% | -45.8% | -33.2% |
| 6M | -4.5% | +8.9% | -13.4% | -9.6% |
| YTD | +15.1% | -8.9% | +24.1% | +16.6% |
| 1Y | +21.1% | -15.9% | +37.0% | +26.2% |
| 3Y | -14.1% | -1.1% | -13.0% | -20.8% |
| 5Y | +26.6% | -35.2% | +61.8% | +39.5% |
| All | +719.8% | +147.2% | +572.7% | +502.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling