+16.3%
NXPI vs OWL
+9.9%
+6.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.8% | +0.1% |
| 7D | +0.7% | -3.9% | +4.6% | +2.2% |
| 30D | -6.6% | -3.7% | -2.9% | -5.6% |
| 3M | -25.4% | +21.4% | -46.8% | -31.8% |
| 6M | +11.9% | +18.3% | -6.4% | +1.5% |
| YTD | +4.0% | -20.1% | +24.1% | +13.7% |
| 1Y | +1.0% | -32.8% | +33.8% | +19.0% |
| 3Y | +16.3% | +8.6% | +7.8% | +15.7% |
| All | +16.3% | +9.9% | +6.4% | +15.7% |
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