-62.0%
FISV vs OWL
-38.6%
-23.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.2% | +4.2% | +5.1% |
| 7D | -2.7% | -10.1% | +7.4% | +0.3% |
| 30D | 0.0% | -11.9% | +12.0% | +3.8% |
| 3M | -2.8% | +10.7% | -13.5% | -5.1% |
| 6M | -11.8% | +22.1% | -34.0% | -17.3% |
| YTD | -23.2% | -24.8% | +1.6% | -16.8% |
| 1Y | -62.0% | -39.2% | -22.8% | -58.5% |
| All | -62.0% | -38.6% | -23.3% | -58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling