-71.4%
OPEN vs JBL
+20.8%
-92.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -4.8% | +18.6% | +15.5% |
| 7D | +3.7% | -11.1% | +14.8% | +8.0% |
| 30D | -14.3% | -14.1% | -0.2% | -9.8% |
| 3M | -51.9% | -23.9% | -28.0% | -47.2% |
| 6M | -61.4% | -24.1% | -37.3% | -59.0% |
| YTD | -66.0% | +13.5% | -79.5% | -72.9% |
| 1Y | -71.4% | +23.7% | -95.1% | -79.9% |
| All | -71.4% | +20.8% | -92.2% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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