-29.7%
OWL vs NIO
-37.4%
+7.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.7% |
| 7D | -2.2% | -13.0% | +10.8% | -2.1% |
| 30D | +3.7% | -18.3% | +22.0% | +3.9% |
| 3M | +17.5% | -33.2% | +50.7% | +17.9% |
| 6M | +18.5% | -21.5% | +40.0% | +18.4% |
| YTD | -16.3% | -25.5% | +9.2% | -16.5% |
| 1Y | -29.7% | -38.0% | +8.3% | -26.6% |
| All | -29.7% | -37.4% | +7.7% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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