+1,227.8%
BE vs OWL
-6.9%
+1,234.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -0.5% |
| 7D | +23.9% | -6.4% | +30.3% | +29.6% |
| 30D | +27.8% | -5.0% | +32.8% | +30.8% |
| 3M | +3.7% | +15.4% | -11.7% | -8.5% |
| 6M | +78.0% | +15.5% | +62.5% | +53.3% |
| YTD | +209.9% | -22.7% | +232.6% | +259.7% |
| 1Y | +389.6% | -34.1% | +423.7% | +537.9% |
| 3Y | +1,730.6% | +5.1% | +1,725.5% | +1,372.3% |
| 5Y | +1,227.8% | -11.5% | +1,239.3% | +1,096.6% |
| All | +1,227.8% | -6.9% | +1,234.7% | +1,096.6% |
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