+30.9%
OWL vs INFY
-18.0%
+48.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.2% | +0.6% |
| 7D | -10.1% | -5.4% | -4.7% | -7.9% |
| 30D | -11.9% | -9.9% | -2.1% | -7.9% |
| 3M | +10.7% | -4.6% | +15.3% | +11.8% |
| 6M | +22.1% | -18.5% | +40.6% | +32.0% |
| YTD | -24.8% | -36.5% | +11.7% | -9.6% |
| 1Y | -39.2% | -32.8% | -6.4% | -29.5% |
| 3Y | +1.7% | -32.2% | +33.9% | +16.3% |
| 5Y | -15.5% | -44.7% | +29.2% | +1.6% |
| All | +30.9% | -18.0% | +48.9% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 all: compounded portfolio wealth divided by compounded INFY 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…
all analysis · Full analysis span regression · 6 months rolling