+27,734.9%
UNH vs ODFL
+31,973.1%
-4,238.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.7% |
| 7D | -1.7% | -3.0% | +1.4% | -1.4% |
| 30D | -3.8% | -14.3% | +10.4% | -2.6% |
| 3M | -4.3% | -26.7% | +22.4% | -1.8% |
| 6M | +38.6% | -7.5% | +46.1% | +39.2% |
| YTD | +20.7% | +16.5% | +4.1% | +18.5% |
| 1Y | +16.0% | +23.5% | -7.5% | +13.3% |
| 3Y | -13.5% | -12.1% | -1.4% | -13.8% |
| 5Y | +3.5% | +28.9% | -25.4% | -1.0% |
| 10Y | +245.3% | +746.5% | -501.1% | +188.1% |
| All | +27,734.9% | +31,973.1% | -4,238.2% | +19,693.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling