-39.2%
OWL vs WU
-9.1%
-30.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.7% | +1.1% |
| 7D | -10.1% | -3.5% | -6.6% | -9.5% |
| 30D | -11.9% | -2.9% | -9.0% | -11.3% |
| 3M | +10.7% | -2.3% | +13.0% | +8.6% |
| 6M | +22.1% | -25.4% | +47.5% | +29.0% |
| YTD | -24.8% | -21.2% | -3.6% | -21.4% |
| 1Y | -39.2% | -8.9% | -30.3% | -40.5% |
| All | -39.2% | -9.1% | -30.1% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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