-83.8%
OPEN vs JBL
+411.7%
-495.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.9% |
| 7D | +1.0% | +4.4% | -3.4% | -1.9% |
| 30D | -11.9% | -8.4% | -3.5% | -7.2% |
| 3M | -28.8% | -14.2% | -14.6% | -23.0% |
| 6M | -38.6% | +29.6% | -68.2% | -51.5% |
| YTD | -47.3% | +37.1% | -84.4% | -60.6% |
| 1Y | -49.2% | +49.5% | -98.7% | -65.6% |
| 3Y | -18.8% | +192.7% | -211.5% | -75.0% |
| All | -83.8% | +411.7% | -495.5% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling