-11.4%
OWL vs OPEN
-35.1%
+23.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.1% | +5.5% | -1.0% |
| 7D | -1.2% | -24.7% | +23.6% | +0.8% |
| 30D | +7.6% | -41.0% | +48.6% | +11.7% |
| 3M | -10.7% | -62.4% | +51.7% | -4.2% |
| 6M | +0.9% | -73.9% | +74.7% | +10.7% |
| YTD | -27.3% | -77.5% | +50.2% | -19.9% |
| 1Y | -27.2% | -83.6% | +56.4% | -18.4% |
| 3Y | -11.4% | -37.0% | +25.6% | -20.7% |
| All | -11.4% | -35.1% | +23.7% | -20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling