+30.9%
OWL vs BEN
+81.4%
-50.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.3% |
| 7D | -10.1% | -3.1% | -7.0% | -8.3% |
| 30D | -11.9% | +0.2% | -12.1% | -12.0% |
| 3M | +10.7% | +6.8% | +3.9% | +6.3% |
| 6M | +22.1% | +38.1% | -16.0% | -0.2% |
| YTD | -24.8% | +44.3% | -69.2% | -40.1% |
| 1Y | -39.2% | +42.6% | -81.8% | -51.2% |
| 3Y | +1.7% | +52.3% | -50.6% | -24.0% |
| 5Y | -15.5% | +37.6% | -53.1% | -35.8% |
| All | +30.9% | +81.4% | -50.5% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling