-16.5%
OWL vs BIDU
-45.6%
+29.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -3.6% |
| 7D | -11.9% | -5.2% | -6.7% | -10.9% |
| 30D | -13.7% | -14.5% | +0.8% | -11.0% |
| 3M | +12.3% | -22.9% | +35.1% | +17.9% |
| 6M | +15.0% | -27.8% | +42.8% | +21.6% |
| YTD | -25.7% | -30.7% | +4.9% | -20.9% |
| 1Y | -39.5% | -15.8% | -23.7% | -39.1% |
| 3Y | +0.9% | -33.2% | +34.1% | +4.1% |
| 5Y | -16.5% | -44.8% | +28.3% | -15.8% |
| All | -16.5% | -45.6% | +29.1% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BIDU 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling