+210.4%
URI vs ODFL
+27.3%
+183.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +2.5% | +0.2% | +2.4% | +2.4% |
| 30D | -12.5% | -13.4% | +0.9% | -5.3% |
| 3M | -6.2% | -24.2% | +18.0% | +8.7% |
| 6M | +25.9% | -3.3% | +29.2% | +26.9% |
| YTD | +26.2% | +19.8% | +6.4% | +11.9% |
| 1Y | +5.5% | +24.5% | -19.0% | -9.0% |
| 3Y | +125.0% | -9.6% | +134.6% | +124.8% |
| 5Y | +210.4% | +28.0% | +182.4% | +140.8% |
| All | +210.4% | +27.3% | +183.1% | +140.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling