-89.0%
OPEN vs JBL
+700.4%
-789.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -2.3% |
| 7D | -15.0% | +6.3% | -21.3% | -18.3% |
| 30D | -40.2% | -13.5% | -26.7% | -35.2% |
| 3M | -67.4% | -31.3% | -36.1% | -59.6% |
| 6M | -74.0% | -28.4% | -45.6% | -69.4% |
| YTD | -79.6% | +11.6% | -91.2% | -82.9% |
| 1Y | -86.1% | +26.1% | -112.2% | -89.4% |
| 3Y | -41.4% | +97.4% | -138.7% | -73.0% |
| 5Y | -94.9% | +301.0% | -395.9% | -98.8% |
| All | -89.0% | +700.4% | -789.4% | -98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling