+26.8%
AZN vs OWL
+0.9%
+25.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.3% |
| 7D | -1.6% | -10.1% | +8.6% | -1.4% |
| 30D | +1.1% | -11.9% | +13.0% | +1.2% |
| 3M | -12.1% | +10.7% | -22.9% | -12.4% |
| 6M | -17.1% | +22.1% | -39.3% | -17.7% |
| YTD | -12.0% | -24.8% | +12.8% | -11.6% |
| 1Y | -0.2% | -39.2% | +39.0% | +0.7% |
| 3Y | +26.8% | +1.7% | +25.0% | +16.7% |
| All | +26.8% | +0.9% | +25.9% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling