+719.8%
ODFL vs WU
-39.1%
+758.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | -3.3% | -3.5% | +0.2% | -2.0% |
| 30D | -15.3% | -2.9% | -12.3% | -14.5% |
| 3M | -27.3% | -2.3% | -25.1% | -27.8% |
| 6M | -4.5% | -25.4% | +20.9% | +4.6% |
| YTD | +15.1% | -21.2% | +36.3% | +23.3% |
| 1Y | +21.1% | -8.9% | +29.9% | +21.8% |
| 3Y | -14.1% | -29.0% | +14.9% | -6.8% |
| 5Y | +26.6% | -50.7% | +77.3% | +55.1% |
| All | +719.8% | -39.1% | +758.9% | +771.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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