-74.1%
OPEN vs JBL
+853.3%
-927.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.8% | -3.9% | -4.8% |
| 7D | -10.5% | -1.0% | -9.5% | -9.9% |
| 30D | -21.8% | -15.1% | -6.7% | -13.3% |
| 3M | -37.5% | -14.0% | -23.5% | -32.4% |
| 6M | -44.1% | +20.6% | -64.7% | -53.3% |
| YTD | -52.0% | +32.9% | -84.9% | -63.1% |
| 1Y | -52.2% | +40.5% | -92.7% | -65.8% |
| 3Y | -25.9% | +183.7% | -209.7% | -74.6% |
| 5Y | -85.1% | +388.3% | -473.4% | -97.0% |
| All | -74.1% | +853.3% | -927.4% | -96.3% |
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