-14.5%
OWL vs DOV
+65.5%
-80.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +1.5% | +3.0% | -1.5% | -0.4% |
| 30D | +13.4% | +8.6% | +4.8% | +7.4% |
| 3M | -21.2% | +1.9% | -23.1% | -22.2% |
| 6M | +4.0% | -1.7% | +5.7% | +4.1% |
| YTD | -29.0% | +8.3% | -37.3% | -35.4% |
| 1Y | -28.4% | +16.6% | -45.0% | -39.0% |
| 3Y | -14.5% | +65.1% | -79.7% | -39.2% |
| All | -14.5% | +65.5% | -80.1% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling