-65.5%
TEAM vs OWL
-18.7%
-46.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | -19.7% | -2.1% | -17.6% | -18.8% |
| 30D | -26.6% | +11.6% | -38.2% | -31.9% |
| 3M | -1.1% | -13.8% | +12.7% | +6.4% |
| 6M | +74.6% | +7.8% | +66.7% | +63.3% |
| YTD | -6.0% | -25.8% | +19.8% | +8.1% |
| 1Y | -3.2% | -26.5% | +23.2% | +11.3% |
| 3Y | -13.5% | -9.6% | -3.9% | -21.1% |
| 5Y | -65.5% | -20.8% | -44.6% | -64.2% |
| All | -65.5% | -18.7% | -46.8% | -64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling