-28.4%
OWL vs DOCU
+18.5%
-46.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +1.5% | +4.1% | -2.5% | +0.4% |
| 30D | +13.4% | +7.4% | +6.1% | +11.2% |
| 3M | -21.2% | +26.0% | -47.2% | -26.6% |
| 6M | +4.0% | +79.2% | -75.2% | -13.9% |
| YTD | -29.0% | +18.1% | -47.1% | -36.3% |
| 1Y | -28.4% | +20.5% | -48.9% | -36.5% |
| All | -28.4% | +18.5% | -46.9% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 1y: compounded portfolio wealth divided by compounded DOCU 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…
1y analysis · Full analysis span regression · 6 months rolling