-24.3%
UBER vs OWL
-38.6%
+14.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.5% | -1.4% |
| 7D | -5.4% | -10.1% | +4.7% | -4.0% |
| 30D | -4.9% | -11.9% | +7.0% | -3.3% |
| 3M | +3.0% | +10.7% | -7.7% | +1.7% |
| 6M | -4.4% | +22.1% | -26.5% | -7.7% |
| YTD | -12.3% | -24.8% | +12.5% | -9.0% |
| 1Y | -24.3% | -39.2% | +14.9% | -18.1% |
| All | -24.3% | -38.6% | +14.3% | -18.1% |
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