-31.9%
OWL vs QQQI
+2.7%
-34.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -5.7% | -1.5% | -2.2% |
| 7D | -5.0% | -8.5% | +3.5% | +2.6% |
| 30D | +9.0% | -12.7% | +21.7% | +23.0% |
| 3M | -12.7% | -7.7% | -5.0% | -6.8% |
| 6M | -4.0% | -4.6% | +0.6% | -2.2% |
| YTD | -29.6% | +2.1% | -31.7% | -32.0% |
| 1Y | -31.9% | +2.1% | -34.0% | -34.2% |
| All | -31.9% | +2.7% | -34.7% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling