-27.2%
OWL vs HTZ
-77.9%
+50.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.0% | +6.4% | -0.5% |
| 7D | -1.2% | -27.5% | +26.4% | +3.1% |
| 30D | +7.6% | -21.9% | +29.5% | +11.0% |
| 3M | -10.7% | -29.2% | +18.6% | -7.8% |
| 6M | +0.9% | -75.2% | +76.1% | +22.3% |
| YTD | -27.3% | -70.8% | +43.5% | -16.7% |
| 1Y | -27.2% | -76.1% | +49.0% | -9.8% |
| All | -27.2% | -77.9% | +50.7% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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