+29.2%
OWL vs OPEN
-94.8%
+124.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | -0.7% |
| 7D | -2.1% | -31.1% | +28.9% | +1.7% |
| 30D | +11.6% | -34.7% | +46.3% | +16.4% |
| 3M | -13.8% | -61.9% | +48.1% | -4.7% |
| 6M | +7.8% | -71.9% | +79.7% | +22.6% |
| YTD | -25.8% | -76.6% | +50.8% | -14.8% |
| 1Y | -26.5% | -83.9% | +57.4% | -12.6% |
| 3Y | -9.6% | -34.4% | +24.8% | -25.9% |
| 5Y | -20.8% | -93.9% | +73.1% | -29.0% |
| All | +29.2% | -94.8% | +124.0% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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