+23.6%
OWL vs OPEN
-95.5%
+119.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +0.4% |
| 7D | +1.5% | -15.0% | +16.5% | +3.3% |
| 30D | +13.4% | -40.2% | +53.6% | +19.4% |
| 3M | -21.2% | -67.4% | +46.2% | -11.4% |
| 6M | +4.0% | -74.0% | +78.0% | +19.3% |
| YTD | -29.0% | -79.6% | +50.6% | -17.3% |
| 1Y | -28.4% | -86.1% | +57.7% | -13.5% |
| 3Y | -14.5% | -41.4% | +26.9% | -29.1% |
| 5Y | -21.5% | -94.9% | +73.4% | -28.5% |
| All | +23.6% | -95.5% | +119.1% | +11.7% |
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