+34.6%
OWL vs BBY
+11.0%
+23.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.8% | -2.7% |
| 7D | -6.4% | +1.2% | -7.6% | -6.8% |
| 30D | -5.0% | +6.8% | -11.8% | -7.4% |
| 3M | +15.4% | +18.7% | -3.3% | +7.6% |
| 6M | +15.5% | +37.3% | -21.8% | +1.0% |
| YTD | -22.7% | +35.3% | -58.0% | -32.2% |
| 1Y | -34.1% | +20.7% | -54.7% | -39.8% |
| 3Y | +5.1% | +39.4% | -34.4% | -12.8% |
| 5Y | -11.5% | -1.5% | -10.0% | -24.8% |
| All | +34.6% | +11.0% | +23.6% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 all: compounded portfolio wealth divided by compounded BBY 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…
all analysis · Full analysis span regression · 6 months rolling