-13.1%
OWL vs DOV
+15.8%
-28.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -1.9% |
| 7D | -6.4% | +1.3% | -7.7% | -7.4% |
| 30D | -5.0% | -8.6% | +3.7% | +1.9% |
| 3M | +15.4% | -13.1% | +28.6% | +27.9% |
| 6M | +15.5% | -8.8% | +24.3% | +21.1% |
| YTD | -22.7% | -1.2% | -21.4% | -24.8% |
| 1Y | -34.1% | +10.7% | -44.8% | -43.0% |
| 3Y | +5.1% | +39.3% | -34.2% | -26.2% |
| All | -13.1% | +15.8% | -28.9% | -34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling