-23.9%
OWL vs QQQI
+56.3%
-80.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -2.8% |
| 7D | -11.9% | -1.0% | -10.9% | -10.6% |
| 30D | -13.7% | -0.6% | -13.1% | -12.9% |
| 3M | +12.3% | +3.4% | +8.9% | +6.9% |
| 6M | +15.0% | +10.6% | +4.4% | -0.6% |
| YTD | -25.7% | +10.3% | -36.0% | -35.3% |
| 1Y | -39.5% | +16.3% | -55.8% | -51.1% |
| All | -23.9% | +56.3% | -80.2% | -55.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling