+34.6%
OWL vs MSCI
+40.6%
-5.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.5% |
| 7D | -6.4% | -1.1% | -5.3% | -5.8% |
| 30D | -5.0% | -1.2% | -3.8% | -4.3% |
| 3M | +15.4% | -8.4% | +23.8% | +19.7% |
| 6M | +15.5% | -1.0% | +16.5% | +14.7% |
| YTD | -22.7% | -2.3% | -20.4% | -22.9% |
| 1Y | -34.1% | -1.2% | -32.9% | -35.2% |
| 3Y | +5.1% | +7.9% | -2.8% | -3.8% |
| 5Y | -11.5% | -10.1% | -1.4% | -23.8% |
| All | +34.6% | +40.6% | -5.9% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling