+36,757.5%
ODFL vs UTHR
+7,123.9%
+29,633.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | -6.3% | -5.4% | -0.9% | -5.7% |
| 30D | -13.6% | -6.0% | -7.5% | -13.0% |
| 3M | -24.2% | -11.0% | -13.2% | -23.2% |
| 6M | -13.8% | -0.5% | -13.3% | -14.0% |
| YTD | +19.0% | +0.1% | +19.0% | +18.4% |
| 1Y | +25.7% | +28.2% | -2.5% | +21.0% |
| 3Y | -13.1% | +113.8% | -126.9% | -22.5% |
| 5Y | +26.7% | +131.3% | -104.7% | +10.7% |
| 10Y | +721.5% | +296.7% | +424.8% | +555.5% |
| All | +36,757.5% | +7,123.9% | +29,633.7% | +30,847.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling