-47.1%
OPEN vs JBHT
+89.9%
-137.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -0.5% |
| 7D | -4.3% | +4.9% | -9.1% | -6.0% |
| 30D | -16.2% | +0.6% | -16.8% | -16.4% |
| 3M | -36.4% | -3.2% | -33.2% | -35.8% |
| 6M | -35.5% | +17.0% | -52.4% | -40.8% |
| YTD | -46.0% | +41.7% | -87.6% | -53.5% |
| 1Y | -47.1% | +90.0% | -137.1% | -47.9% |
| All | -47.1% | +89.9% | -137.1% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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