+29.3%
OWL vs ZBH
-30.2%
+59.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.1% |
| 7D | -11.9% | -6.6% | -5.4% | -9.7% |
| 30D | -13.7% | -4.9% | -8.8% | -12.1% |
| 3M | +12.3% | +5.1% | +7.1% | +9.8% |
| 6M | +15.0% | +1.3% | +13.7% | +13.3% |
| YTD | -25.7% | +3.4% | -29.1% | -27.5% |
| 1Y | -39.5% | -8.7% | -30.8% | -38.6% |
| 3Y | +0.9% | -21.2% | +22.1% | +7.2% |
| 5Y | -16.5% | -29.2% | +12.7% | -12.2% |
| All | +29.3% | -30.2% | +59.5% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded ZBH 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling