+30.9%
OWL vs GEN
+74.3%
-43.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.3% | +0.8% |
| 7D | -10.1% | -1.3% | -8.9% | -9.6% |
| 30D | -11.9% | +6.1% | -18.0% | -14.1% |
| 3M | +10.7% | +27.0% | -16.2% | -0.2% |
| 6M | +22.1% | +43.9% | -21.7% | +3.4% |
| YTD | -24.8% | +13.0% | -37.8% | -29.4% |
| 1Y | -39.2% | +4.0% | -43.2% | -41.0% |
| 3Y | +1.7% | +66.2% | -64.4% | -16.5% |
| 5Y | -15.5% | +23.2% | -38.7% | -28.6% |
| All | +30.9% | +74.3% | -43.4% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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