-89.0%
OPEN vs JBHT
+107.7%
-196.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.3% | -5.9% | -5.4% |
| 7D | -15.0% | +7.0% | -22.0% | -19.6% |
| 30D | -40.2% | +0.5% | -40.7% | -40.3% |
| 3M | -67.4% | -17.4% | -50.0% | -62.6% |
| 6M | -74.0% | -1.7% | -72.3% | -74.7% |
| YTD | -79.6% | +20.7% | -100.3% | -83.4% |
| 1Y | -86.1% | +41.1% | -127.2% | -90.1% |
| 3Y | -41.4% | +38.0% | -79.4% | -58.2% |
| 5Y | -94.9% | +22.5% | -117.3% | -96.0% |
| All | -89.0% | +107.7% | -196.7% | -92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling