+135.1%
ADI vs OWL
-6.9%
+142.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.7% |
| 7D | +2.6% | -6.4% | +9.0% | +5.0% |
| 30D | -4.6% | -5.0% | +0.4% | -3.3% |
| 3M | -9.5% | +15.4% | -24.9% | -15.0% |
| 6M | +14.8% | +15.5% | -0.6% | +5.9% |
| YTD | +35.8% | -22.7% | +58.5% | +46.4% |
| 1Y | +48.9% | -34.1% | +83.0% | +69.9% |
| 3Y | +115.6% | +5.1% | +110.5% | +95.8% |
| 5Y | +135.1% | -11.5% | +146.6% | +109.9% |
| All | +135.1% | -6.9% | +142.0% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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