-39.5%
OWL vs UTHR
+24.4%
-63.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.9% |
| 7D | -11.9% | +2.8% | -14.7% | -12.0% |
| 30D | -13.7% | -2.3% | -11.5% | -13.6% |
| 3M | +12.3% | -7.4% | +19.6% | +12.9% |
| 6M | +15.0% | -6.0% | +21.0% | +15.2% |
| YTD | -25.7% | +3.4% | -29.1% | -26.6% |
| 1Y | -39.5% | +27.1% | -66.6% | -38.9% |
| All | -39.5% | +24.4% | -63.9% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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