+27.7%
ODFL vs UPST
-48.7%
+76.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.4% | -8.4% | -0.7% |
| 7D | +3.5% | -3.1% | +6.7% | +3.9% |
| 30D | 0.0% | -4.0% | +4.0% | +0.4% |
| 3M | -18.1% | -22.9% | +4.8% | -14.4% |
| 6M | -6.4% | -27.1% | +20.7% | -2.0% |
| YTD | +14.9% | -46.5% | +61.4% | +26.5% |
| 1Y | +27.7% | -49.4% | +77.1% | +41.7% |
| All | +27.7% | -48.7% | +76.4% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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