-53.8%
TEAM vs OWL
-3.7%
-50.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.5% | -2.4% | -4.3% |
| 7D | -5.7% | -3.9% | -1.7% | -3.3% |
| 30D | +18.3% | -3.7% | +22.0% | +21.0% |
| 3M | +80.2% | +21.4% | +58.8% | +60.8% |
| 6M | +111.0% | +18.3% | +92.6% | +89.1% |
| YTD | +8.8% | -20.1% | +28.9% | +21.4% |
| 1Y | +2.2% | -32.8% | +34.9% | +24.3% |
| 3Y | -14.6% | +8.6% | -23.2% | -29.3% |
| 5Y | -53.8% | -4.5% | -49.3% | -60.7% |
| All | -53.8% | -3.7% | -50.1% | -60.7% |
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