+16.1%
NXPI vs OWL
-6.9%
+23.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +1.2% |
| 7D | -2.3% | -6.4% | +4.1% | +0.6% |
| 30D | -4.3% | -5.0% | +0.7% | -2.6% |
| 3M | -24.7% | +15.4% | -40.1% | -30.5% |
| 6M | +9.7% | +15.5% | -5.7% | -0.9% |
| YTD | +3.8% | -22.7% | +26.4% | +14.2% |
| 1Y | +1.6% | -34.1% | +35.7% | +19.9% |
| 3Y | +16.0% | +5.1% | +11.0% | +2.6% |
| 5Y | +16.1% | -11.5% | +27.6% | +2.7% |
| All | +16.1% | -6.9% | +23.0% | +2.7% |
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 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