+149.0%
WMB vs ODFL
-11.6%
+160.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.2% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | +7.7% | -13.4% | +21.1% | +8.4% |
| 3M | +6.7% | -24.2% | +30.9% | +8.0% |
| 6M | +3.6% | -3.3% | +7.0% | +3.4% |
| YTD | +28.0% | +19.8% | +8.2% | +25.5% |
| 1Y | +37.6% | +24.5% | +13.1% | +34.4% |
| 3Y | +149.0% | -9.6% | +158.7% | +146.2% |
| All | +149.0% | -11.6% | +160.7% | +146.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling