+12,715.0%
WELL vs ODFL
+32,662.3%
-19,947.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | -0.8% | -6.3% | +5.5% | -0.1% |
| 30D | -0.1% | -13.6% | +13.5% | +1.5% |
| 3M | +18.0% | -24.2% | +42.2% | +21.4% |
| 6M | +15.0% | -13.8% | +28.8% | +16.4% |
| YTD | +28.6% | +19.0% | +9.6% | +25.4% |
| 1Y | +42.9% | +25.7% | +17.2% | +38.2% |
| 3Y | +203.0% | -13.1% | +216.1% | +201.0% |
| 5Y | +206.9% | +26.7% | +180.2% | +189.4% |
| 10Y | +339.5% | +721.5% | -382.0% | +241.4% |
| All | +12,715.0% | +32,662.3% | -19,947.3% | +7,904.1% |
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