+29.7%
ODFL vs UTHR
+29.3%
+0.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.0% | +1.7% |
| 7D | +5.8% | +5.2% | +0.6% | +5.6% |
| 30D | -5.3% | +9.5% | -14.8% | -5.2% |
| 3M | -19.0% | +17.9% | -36.9% | -18.8% |
| 6M | -7.5% | +2.0% | -9.5% | -7.0% |
| YTD | +11.8% | +21.3% | -9.5% | +11.3% |
| 1Y | +29.7% | +27.9% | +1.8% | +22.2% |
| All | +29.7% | +29.3% | +0.4% | +22.2% |
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