+0.1%
OWL vs ACWI
+67.7%
-67.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -2.2% | +0.5% | -2.7% | -3.0% |
| 30D | +3.7% | +0.9% | +2.8% | +2.4% |
| 3M | +17.5% | +2.4% | +15.1% | +13.5% |
| 6M | +18.5% | +12.4% | +6.2% | -1.9% |
| YTD | -16.3% | +15.2% | -31.5% | -33.2% |
| 1Y | -29.7% | +22.7% | -52.4% | -49.4% |
| 3Y | +14.2% | +75.8% | -61.6% | -52.8% |
| All | +0.1% | +67.7% | -67.6% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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