+719.8%
ODFL vs UUUU
+465.5%
+254.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | 0.0% |
| 7D | -3.3% | -10.5% | +7.2% | -2.4% |
| 30D | -15.3% | -10.5% | -4.8% | -14.6% |
| 3M | -27.3% | -14.1% | -13.2% | -26.7% |
| 6M | -4.5% | -35.5% | +31.0% | -2.0% |
| YTD | +15.1% | -10.9% | +26.1% | +13.1% |
| 1Y | +21.1% | +3.4% | +17.7% | +15.2% |
| 3Y | -14.1% | +73.1% | -87.2% | -25.7% |
| 5Y | +26.6% | +87.1% | -60.6% | +4.7% |
| All | +719.8% | +465.5% | +254.3% | +433.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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