-21.8%
PATH vs ODFL
-11.6%
-10.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | -1.5% |
| 7D | -2.7% | -3.0% | +0.3% | -1.6% |
| 30D | -3.7% | -6.1% | +2.4% | -1.7% |
| 3M | -13.8% | -20.9% | +7.1% | -6.1% |
| 6M | +20.3% | -13.6% | +33.9% | +25.9% |
| YTD | -20.8% | +9.4% | -30.3% | -27.1% |
| 1Y | -9.2% | +22.9% | -32.1% | -20.9% |
| 3Y | -21.8% | -9.8% | -12.0% | -29.3% |
| All | -21.8% | -11.6% | -10.2% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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