-20.0%
OWL vs OPEN
-93.7%
+73.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.1% | +5.5% | -0.7% |
| 7D | -1.2% | -24.7% | +23.6% | +1.9% |
| 30D | +7.6% | -41.0% | +48.6% | +14.1% |
| 3M | -10.7% | -62.4% | +51.7% | -0.1% |
| 6M | +0.9% | -73.9% | +74.7% | +17.1% |
| YTD | -27.3% | -77.5% | +50.2% | -15.0% |
| 1Y | -27.2% | -83.6% | +56.4% | -12.1% |
| 3Y | -11.4% | -37.0% | +25.6% | -29.9% |
| 5Y | -20.0% | -93.3% | +73.3% | -16.4% |
| All | -20.0% | -93.7% | +73.8% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling