+30.9%
OWL vs DOV
+65.5%
-34.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.6% |
| 7D | -10.1% | -2.0% | -8.1% | -8.8% |
| 30D | -11.9% | -8.9% | -3.0% | -5.6% |
| 3M | +10.7% | -13.3% | +24.0% | +22.1% |
| 6M | +22.1% | -9.7% | +31.8% | +28.8% |
| YTD | -24.8% | -2.5% | -22.4% | -25.9% |
| 1Y | -39.2% | +7.2% | -46.4% | -45.3% |
| 3Y | +1.7% | +39.4% | -37.7% | -25.4% |
| 5Y | -15.5% | +15.8% | -31.3% | -34.3% |
| All | +30.9% | +65.5% | -34.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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