-86.8%
OPEN vs JBL
+23.4%
-110.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.4% | -9.9% | -9.7% |
| 7D | -31.0% | +10.0% | -41.0% | -33.3% |
| 30D | -41.5% | -18.2% | -23.3% | -37.3% |
| 3M | -64.6% | -29.0% | -35.6% | -60.1% |
| 6M | -73.8% | -25.9% | -47.9% | -71.7% |
| YTD | -78.8% | +14.1% | -92.9% | -82.7% |
| 1Y | -86.8% | +21.7% | -108.5% | -90.2% |
| All | -86.8% | +23.4% | -110.2% | -90.2% |
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