+33.5%
TRV vs OWL
-39.4%
+72.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +0.5% |
| 7D | -1.5% | -11.9% | +10.4% | -1.5% |
| 30D | -1.8% | -13.7% | +11.9% | -1.8% |
| 3M | +21.6% | +12.3% | +9.3% | +21.7% |
| 6M | +22.5% | +15.0% | +7.4% | +22.4% |
| YTD | +28.1% | -25.7% | +53.9% | +29.6% |
| All | +33.5% | -39.4% | +72.9% | +36.6% |
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