-32.8%
OWL vs HAS
+16.8%
-49.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -4.0% |
| 7D | -3.9% | -3.1% | -0.8% | -3.3% |
| 30D | -3.7% | -2.7% | -1.0% | -3.1% |
| 3M | +21.4% | +8.9% | +12.5% | +19.6% |
| 6M | +18.3% | -2.9% | +21.3% | +19.0% |
| YTD | -20.1% | +12.6% | -32.7% | -23.5% |
| 1Y | -32.8% | +17.5% | -50.2% | -38.1% |
| All | -32.8% | +16.8% | -49.6% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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