+30.9%
OWL vs PTEN
+165.0%
-134.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -10.1% | +3.5% | -13.6% | -10.7% |
| 30D | -11.9% | +17.5% | -29.5% | -14.9% |
| 3M | +10.7% | +12.7% | -2.0% | +7.1% |
| 6M | +22.1% | +33.1% | -11.0% | +12.7% |
| YTD | -24.8% | +116.4% | -141.2% | -38.1% |
| 1Y | -39.2% | +141.2% | -180.4% | -51.4% |
| 3Y | +1.7% | -3.8% | +5.5% | -6.4% |
| 5Y | -15.5% | +92.7% | -108.2% | -27.5% |
| All | +30.9% | +165.0% | -134.1% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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