+34.4%
URI vs ODFL
+27.3%
+7.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -2.1% |
| 7D | +6.7% | +5.8% | +0.9% | +3.9% |
| 30D | +8.9% | -5.3% | +14.2% | +11.4% |
| 3M | +0.5% | -19.0% | +19.5% | +10.8% |
| 6M | +20.7% | -7.5% | +28.1% | +23.5% |
| YTD | +40.0% | +11.8% | +28.3% | +29.5% |
| 1Y | +34.4% | +29.7% | +4.7% | +16.5% |
| All | +34.4% | +27.3% | +7.1% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling