+39.1%
OWL vs TECH
-2.8%
+41.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | -3.9% | +0.2% | -4.1% | -4.0% |
| 30D | -3.7% | +0.1% | -3.8% | -3.7% |
| 3M | +21.4% | +37.5% | -16.1% | +7.9% |
| 6M | +18.3% | +34.6% | -16.2% | +4.7% |
| YTD | -20.1% | +23.5% | -43.6% | -27.2% |
| 1Y | -32.8% | +34.4% | -67.2% | -41.3% |
| 3Y | +8.6% | +2.3% | +6.3% | -0.6% |
| 5Y | -4.5% | -41.7% | +37.3% | -0.4% |
| All | +39.1% | -2.8% | +41.9% | +38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling