-17.9%
OWL vs UUUU
+88.5%
-106.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.3% | +2.4% | -2.8% |
| 7D | -11.9% | -5.0% | -6.9% | -11.1% |
| 30D | -13.7% | -7.8% | -5.9% | -12.6% |
| 3M | +12.3% | -0.4% | +12.7% | +11.6% |
| 6M | +15.0% | -32.9% | +47.9% | +21.0% |
| YTD | -25.7% | -6.3% | -19.5% | -28.7% |
| 1Y | -39.5% | +7.9% | -47.4% | -45.5% |
| 3Y | +0.9% | +85.2% | -84.3% | -26.6% |
| All | -17.9% | +88.5% | -106.4% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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