-36.1%
TEAM vs OWL
+17.3%
-53.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.4% | +1.5% | -3.9% | -3.3% |
| 30D | -26.7% | +13.4% | -40.2% | -31.7% |
| 3M | -9.6% | -21.2% | +11.6% | +0.2% |
| 6M | +86.0% | +4.0% | +82.0% | +79.3% |
| YTD | -7.5% | -29.0% | +21.5% | +5.9% |
| 1Y | -1.4% | -28.4% | +27.1% | +12.1% |
| 3Y | -14.3% | -14.5% | +0.2% | -14.0% |
| 5Y | -66.3% | -21.5% | -44.8% | -68.5% |
| All | -36.1% | +17.3% | -53.4% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling