-18.7%
OPEN vs JBL
+189.2%
-207.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -2.9% | +4.0% | -6.9% | -4.5% |
| 30D | -13.8% | -7.5% | -6.3% | -11.2% |
| 3M | -30.9% | -14.1% | -16.8% | -27.3% |
| 6M | -40.9% | +25.9% | -66.8% | -48.1% |
| YTD | -48.5% | +36.7% | -85.2% | -56.6% |
| 1Y | -50.9% | +49.0% | -99.9% | -60.9% |
| All | -18.7% | +189.2% | -207.9% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling