-26.6%
OWL vs EXE
-18.4%
-8.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.9% | +6.0% | +2.6% |
| 7D | +10.1% | -4.7% | +14.8% | +9.4% |
| 30D | +18.7% | +1.0% | +17.7% | +18.8% |
| 3M | -6.2% | -5.6% | -0.6% | -6.8% |
| 6M | +9.8% | -12.3% | +22.1% | +8.0% |
| YTD | -24.2% | -19.5% | -4.7% | -24.1% |
| 1Y | -26.6% | -18.9% | -7.7% | -27.6% |
| All | -26.6% | -18.4% | -8.1% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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