-70.8%
OPEN vs JBHT
+143.7%
-214.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -1.6% |
| 7D | -4.3% | +4.9% | -9.1% | -7.8% |
| 30D | -16.2% | +0.6% | -16.8% | -16.8% |
| 3M | -36.4% | -3.2% | -33.2% | -35.6% |
| 6M | -35.5% | +17.0% | -52.4% | -45.1% |
| YTD | -46.0% | +41.7% | -87.6% | -60.8% |
| 1Y | -47.1% | +90.0% | -137.1% | -71.5% |
| 3Y | -19.0% | +47.0% | -66.0% | -44.3% |
| 5Y | -83.6% | +58.3% | -141.9% | -88.8% |
| All | -70.8% | +143.7% | -214.6% | -82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling