-13.7%
ODFL vs WU
-29.2%
+15.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -2.8% | -5.0% | +2.2% | -1.4% |
| 30D | -13.7% | -2.3% | -11.4% | -13.2% |
| 3M | -23.4% | -3.2% | -20.1% | -23.7% |
| 6M | -7.2% | -25.0% | +17.9% | +0.1% |
| YTD | +15.6% | -21.7% | +37.3% | +22.6% |
| 1Y | +24.2% | -9.0% | +33.1% | +24.4% |
| All | -13.7% | -29.2% | +15.4% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling