-11.5%
OWL vs BLDR
+13.4%
-24.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.5% |
| 7D | -6.4% | -2.7% | -3.7% | -5.4% |
| 30D | -5.0% | -14.7% | +9.7% | +0.8% |
| 3M | +15.4% | -20.8% | +36.2% | +24.3% |
| 6M | +15.5% | -35.3% | +50.8% | +33.0% |
| YTD | -22.7% | -40.3% | +17.7% | -9.0% |
| 1Y | -34.1% | -56.3% | +22.2% | -12.6% |
| 3Y | +5.1% | -56.1% | +61.2% | +26.9% |
| 5Y | -11.5% | +12.9% | -24.4% | -33.2% |
| All | -11.5% | +13.4% | -24.8% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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