-29.7%
OWL vs HSY
-3.5%
-26.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.9% |
| 7D | -2.2% | -3.3% | +1.0% | -2.7% |
| 30D | +3.7% | -2.8% | +6.5% | +3.3% |
| 3M | +17.5% | -4.5% | +22.0% | +17.0% |
| 6M | +18.5% | -24.2% | +42.8% | +15.7% |
| YTD | -16.3% | -2.7% | -13.6% | -16.8% |
| 1Y | -29.7% | -3.7% | -26.0% | -28.7% |
| All | -29.7% | -3.5% | -26.2% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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