-16.3%
UNH vs ODFL
-13.7%
-2.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -1.9% | -2.3% |
| 7D | -4.5% | -3.3% | -1.3% | -4.2% |
| 30D | -6.5% | -15.3% | +8.7% | -4.7% |
| 3M | -6.0% | -27.3% | +21.3% | -2.4% |
| 6M | +33.7% | -4.5% | +38.1% | +33.8% |
| YTD | +16.4% | +15.1% | +1.2% | +13.0% |
| 1Y | +10.1% | +21.1% | -11.0% | +5.8% |
| 3Y | -16.3% | -14.1% | -2.2% | -16.5% |
| All | -16.3% | -13.7% | -2.6% | -16.5% |
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