-11.5%
OWL vs TECH
-42.1%
+30.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | -6.4% | -0.1% | -6.3% | -6.4% |
| 30D | -5.0% | +0.3% | -5.3% | -5.1% |
| 3M | +15.4% | +32.9% | -17.5% | +2.8% |
| 6M | +15.5% | +32.1% | -16.6% | +1.8% |
| YTD | -22.7% | +23.4% | -46.1% | -30.2% |
| 1Y | -34.1% | +34.1% | -68.1% | -43.2% |
| 3Y | +5.1% | +2.2% | +2.9% | -4.8% |
| 5Y | -11.5% | -41.8% | +30.4% | -3.3% |
| All | -11.5% | -42.1% | +30.7% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling