+27.7%
ODFL vs UTHR
+40.6%
-12.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +1.0% |
| 7D | +3.5% | +3.8% | -0.3% | +3.5% |
| 30D | 0.0% | +13.4% | -13.4% | +0.2% |
| 3M | -18.1% | +17.3% | -35.4% | -17.8% |
| 6M | -6.4% | +4.7% | -11.1% | -5.9% |
| YTD | +14.9% | +24.9% | -10.0% | +14.5% |
| 1Y | +27.7% | +39.1% | -11.4% | +30.8% |
| All | +27.7% | +40.6% | -12.9% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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