+29.3%
OWL vs OPEN
-89.4%
+118.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.7% | +2.7% | -3.2% |
| 7D | -11.9% | -10.5% | -1.4% | -10.8% |
| 30D | -13.7% | -21.8% | +8.1% | -11.4% |
| 3M | +12.3% | -37.5% | +49.8% | +17.7% |
| 6M | +15.0% | -44.1% | +59.1% | +21.4% |
| YTD | -25.7% | -52.0% | +26.2% | -20.8% |
| 1Y | -39.5% | -52.2% | +12.7% | -38.4% |
| 3Y | +0.9% | -25.9% | +26.8% | -16.5% |
| 5Y | -16.5% | -85.1% | +68.5% | -30.5% |
| All | +29.3% | -89.4% | +118.7% | +6.9% |
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