-30.0%
OPEN vs JBHT
+27.4%
-57.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.7% | -21.1% | -21.3% |
| 7D | -22.2% | -1.6% | -20.6% | -21.0% |
| 30D | -38.3% | -2.3% | -36.0% | -37.0% |
| 3M | -59.4% | -18.5% | -40.9% | -53.4% |
| 6M | -74.4% | -11.3% | -63.1% | -73.0% |
| YTD | -76.0% | +12.6% | -88.6% | -79.4% |
| 1Y | -78.7% | +29.8% | -108.4% | -83.8% |
| 3Y | -30.0% | +28.1% | -58.1% | -48.3% |
| All | -30.0% | +27.4% | -57.4% | -48.3% |
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