-2.7%
SMCI vs OWL
-29.1%
+26.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.9% |
| 7D | +6.8% | -2.2% | +9.0% | +7.7% |
| 30D | +30.6% | +3.7% | +26.9% | +28.4% |
| 3M | -15.6% | +17.5% | -33.1% | -20.9% |
| 6M | +21.3% | +18.5% | +2.7% | +12.5% |
| YTD | +35.3% | -16.3% | +51.6% | +46.2% |
| 1Y | -2.7% | -29.7% | +27.0% | +6.3% |
| All | -2.7% | -29.1% | +26.4% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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