-39.2%
OWL vs SPXU
-36.3%
-2.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.7% | -0.1% |
| 7D | -10.1% | +2.5% | -12.6% | -8.7% |
| 30D | -11.9% | +4.2% | -16.1% | -9.4% |
| 3M | +10.7% | -9.3% | +20.0% | +6.8% |
| 6M | +22.1% | -30.7% | +52.8% | +6.6% |
| YTD | -24.8% | -28.1% | +3.3% | -31.7% |
| 1Y | -39.2% | -35.2% | -4.0% | -47.4% |
| All | -39.2% | -36.3% | -2.9% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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