+4,533.2%
ODFL vs UUUU
-92.0%
+4,625.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.7% |
| 7D | -3.0% | +1.8% | -4.8% | -3.1% |
| 30D | -14.3% | +1.8% | -16.1% | -14.4% |
| 3M | -26.7% | +1.3% | -28.0% | -27.0% |
| 6M | -7.5% | -26.8% | +19.3% | -6.5% |
| YTD | +16.5% | +0.1% | +16.5% | +14.6% |
| 1Y | +23.5% | +11.2% | +12.3% | +19.4% |
| 3Y | -12.1% | +97.7% | -109.8% | -20.1% |
| 5Y | +28.9% | +127.3% | -98.4% | +13.7% |
| 10Y | +746.5% | +532.6% | +213.9% | +562.2% |
| All | +4,533.2% | -92.0% | +4,625.1% | +3,630.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling