-17.8%
OWL vs MNDY
-49.8%
+32.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.7% | +0.8% |
| 7D | -10.1% | -4.6% | -5.5% | -9.3% |
| 30D | -11.9% | +1.0% | -13.0% | -12.3% |
| 3M | +10.7% | +9.1% | +1.6% | +7.8% |
| 6M | +22.1% | +14.2% | +7.9% | +16.5% |
| YTD | -24.8% | -41.1% | +16.3% | -18.0% |
| 1Y | -39.2% | -54.7% | +15.5% | -30.1% |
| 3Y | +1.7% | -50.6% | +52.3% | +10.8% |
| 5Y | -15.5% | -76.7% | +61.2% | -15.0% |
| All | -17.8% | -49.8% | +32.0% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling