+45.2%
UBER vs OWL
+3.8%
+41.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -2.0% |
| 7D | -7.0% | -6.4% | -0.6% | -5.6% |
| 30D | -8.9% | -5.0% | -3.9% | -8.0% |
| 3M | +1.0% | +15.4% | -14.4% | -2.9% |
| 6M | -3.7% | +15.5% | -19.2% | -8.3% |
| YTD | -13.0% | -22.7% | +9.7% | -8.0% |
| 1Y | -25.5% | -34.1% | +8.5% | -18.1% |
| All | +45.2% | +3.8% | +41.5% | +32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling