-86.1%
OPEN vs JBHT
+39.4%
-125.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.3% | -5.9% | -4.8% |
| 7D | -15.0% | +7.0% | -22.0% | -18.0% |
| 30D | -40.2% | +0.5% | -40.7% | -40.3% |
| 3M | -67.4% | -17.4% | -50.0% | -64.7% |
| 6M | -74.0% | -1.7% | -72.3% | -75.1% |
| YTD | -79.6% | +20.7% | -100.3% | -83.9% |
| 1Y | -86.1% | +41.1% | -127.2% | -90.0% |
| All | -86.1% | +39.4% | -125.5% | -90.0% |
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