-92.0%
OPEN vs JBHT
+15.0%
-107.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.6% | -6.0% | -6.4% |
| 7D | -5.8% | -1.4% | -4.4% | -4.3% |
| 30D | -21.1% | -3.1% | -18.1% | -18.7% |
| 3M | -52.4% | -19.5% | -32.8% | -43.0% |
| 6M | -65.8% | -9.6% | -56.2% | -64.3% |
| YTD | -69.3% | +13.3% | -82.6% | -74.7% |
| 1Y | -75.2% | +29.7% | -104.9% | -82.3% |
| 3Y | -14.4% | +28.3% | -42.7% | -40.5% |
| 5Y | -92.0% | +18.5% | -110.4% | -94.1% |
| All | -92.0% | +15.0% | -107.0% | -94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling