-87.4%
OPEN vs JBL
+715.1%
-802.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +1.9% |
| 7D | -31.1% | +0.1% | -31.2% | -31.2% |
| 30D | -34.7% | -17.0% | -17.7% | -27.3% |
| 3M | -61.9% | -27.4% | -34.5% | -54.4% |
| 6M | -71.9% | -29.1% | -42.8% | -66.6% |
| YTD | -76.6% | +13.6% | -90.2% | -80.6% |
| 1Y | -83.9% | +22.8% | -106.7% | -87.4% |
| 3Y | -34.4% | +103.0% | -137.4% | -70.4% |
| 5Y | -93.9% | +307.4% | -401.3% | -98.6% |
| All | -87.4% | +715.1% | -802.4% | -98.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling