+1,182.4%
URI vs ODFL
+573.4%
+609.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.0% |
| 7D | -6.0% | -5.4% | -0.5% | -2.4% |
| 30D | +4.6% | -7.7% | +12.3% | +9.8% |
| 3M | -2.7% | -20.8% | +18.1% | +12.7% |
| 6M | +18.4% | -15.0% | +33.4% | +29.6% |
| YTD | +37.4% | +7.6% | +29.7% | +26.4% |
| 1Y | +30.4% | +22.7% | +7.6% | +9.2% |
| 3Y | +147.9% | -12.9% | +160.8% | +148.3% |
| 5Y | +202.1% | -0.1% | +202.1% | +159.1% |
| 10Y | +1,182.4% | +550.4% | +632.0% | +146.5% |
| All | +1,182.4% | +573.4% | +609.1% | +146.5% |
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 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