-52.7%
INTU vs OWL
-34.7%
-18.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.9% |
| 7D | -8.5% | -6.4% | -2.1% | -7.2% |
| 30D | -6.1% | -5.0% | -1.1% | -4.9% |
| 3M | +7.3% | +15.4% | -8.1% | +5.0% |
| 6M | -33.2% | +15.5% | -48.7% | -35.2% |
| YTD | -52.2% | -22.7% | -29.5% | -49.4% |
| 1Y | -52.7% | -34.1% | -18.6% | -49.8% |
| All | -52.7% | -34.7% | -18.0% | -49.8% |
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