-16.8%
OPEN vs JBHT
+47.5%
-64.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -1.4% |
| 7D | -4.3% | +4.9% | -9.1% | -7.5% |
| 30D | -16.2% | +0.6% | -16.8% | -16.7% |
| 3M | -36.4% | -3.2% | -33.2% | -35.6% |
| 6M | -35.5% | +17.0% | -52.4% | -44.5% |
| YTD | -46.0% | +41.7% | -87.6% | -60.0% |
| 1Y | -47.1% | +90.0% | -137.1% | -70.6% |
| All | -16.8% | +47.5% | -64.3% | -38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling