+7,210.0%
URI vs ODFL
+27,931.4%
-20,721.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.3% | +4.4% | +2.2% |
| 7D | -9.8% | -4.4% | -5.4% | -8.4% |
| 30D | +1.7% | -6.1% | +7.8% | +3.7% |
| 3M | -9.1% | -21.9% | +12.8% | -1.6% |
| 6M | +9.9% | -17.6% | +27.4% | +16.6% |
| YTD | +31.2% | +5.6% | +25.6% | +27.9% |
| 1Y | +25.9% | +20.5% | +5.4% | +17.4% |
| 3Y | +147.4% | -14.8% | +162.2% | +155.5% |
| 5Y | +179.7% | -3.0% | +182.7% | +175.1% |
| 10Y | +1,419.5% | +607.6% | +811.9% | +773.2% |
| All | +7,210.0% | +27,931.4% | -20,721.4% | +2,574.5% |
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 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