+30.9%
OWL vs TECH
-3.1%
+34.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +1.2% |
| 7D | -10.1% | -0.4% | -9.7% | -10.0% |
| 30D | -11.9% | 0.0% | -11.9% | -11.9% |
| 3M | +10.7% | +33.7% | -22.9% | -0.6% |
| 6M | +22.1% | +34.9% | -12.8% | +8.0% |
| YTD | -24.8% | +23.2% | -48.0% | -31.5% |
| 1Y | -39.2% | +36.3% | -75.5% | -47.1% |
| 3Y | +1.7% | +2.3% | -0.5% | -6.9% |
| 5Y | -15.5% | -42.9% | +27.4% | -11.7% |
| All | +30.9% | -3.1% | +34.0% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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