-10.7%
OWL vs HTZ
-80.7%
+70.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +9.3% | -9.5% | -1.0% |
| 7D | -2.1% | -27.4% | +25.3% | +0.4% |
| 30D | +11.6% | -11.4% | +22.9% | +12.5% |
| 3M | -13.8% | -33.1% | +19.3% | -11.5% |
| 6M | +7.8% | -73.5% | +81.4% | +17.9% |
| YTD | -25.8% | -68.1% | +42.3% | -20.6% |
| 1Y | -26.5% | -74.3% | +47.8% | -20.2% |
| All | -10.7% | -80.7% | +70.0% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling