-16.9%
OWL vs MNDY
-76.8%
+60.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.7% | +0.8% |
| 7D | -10.1% | -4.6% | -5.5% | -9.2% |
| 30D | -11.9% | +1.0% | -13.0% | -12.4% |
| 3M | +10.7% | +9.1% | +1.6% | +7.5% |
| 6M | +22.1% | +14.2% | +7.9% | +15.8% |
| YTD | -24.8% | -41.1% | +16.3% | -17.2% |
| 1Y | -39.2% | -54.7% | +15.5% | -28.9% |
| 3Y | +1.7% | -50.6% | +52.3% | +11.1% |
| All | -16.9% | -76.8% | +60.0% | -14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling