+1,271.8%
URI vs ODFL
+716.5%
+555.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +3.1% |
| 7D | +5.0% | -3.0% | +8.0% | +7.1% |
| 30D | -9.4% | -14.3% | +4.9% | +0.1% |
| 3M | -5.8% | -26.7% | +20.9% | +14.7% |
| 6M | +25.8% | -7.5% | +33.3% | +30.4% |
| YTD | +27.9% | +16.5% | +11.3% | +12.2% |
| 1Y | +9.7% | +23.5% | -13.8% | -8.3% |
| 3Y | +128.0% | -12.1% | +140.1% | +129.0% |
| 5Y | +212.4% | +28.9% | +183.5% | +120.3% |
| 10Y | +1,271.8% | +746.5% | +525.4% | +89.0% |
| All | +1,271.8% | +716.5% | +555.3% | +89.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling