+23.6%
OWL vs GEN
+71.0%
-47.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -3.0% |
| 7D | +0.8% | -3.0% | +3.8% | +2.1% |
| 30D | +7.3% | +24.7% | -17.4% | -2.5% |
| 3M | -16.8% | +4.1% | -21.0% | -18.9% |
| 6M | +4.0% | +36.0% | -32.0% | -10.0% |
| YTD | -29.0% | +10.9% | -39.8% | -33.3% |
| 1Y | -29.7% | +12.2% | -41.8% | -34.3% |
| 3Y | -13.5% | +63.3% | -76.8% | -28.9% |
| 5Y | -21.5% | +29.0% | -50.5% | -34.2% |
| All | +23.6% | +71.0% | -47.4% | -0.2% |
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