-32.8%
OWL vs MSCI
+0.3%
-33.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.8% | -0.7% | -3.4% |
| 7D | -3.9% | -2.1% | -1.9% | -3.3% |
| 30D | -3.7% | -1.7% | -1.9% | -3.1% |
| 3M | +21.4% | -8.2% | +29.6% | +23.5% |
| 6M | +18.3% | -2.4% | +20.8% | +18.0% |
| YTD | -20.1% | -2.8% | -17.3% | -18.8% |
| 1Y | -32.8% | -2.7% | -30.1% | -31.8% |
| All | -32.8% | +0.3% | -33.1% | -31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling