+29.7%
JBHT vs EXR
+27.1%
+2.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.3% |
| 7D | -1.4% | +6.8% | -8.2% | -4.6% |
| 30D | -3.1% | +19.6% | -22.7% | -11.6% |
| 3M | -19.5% | +8.0% | -27.5% | -22.8% |
| 6M | -9.6% | +17.2% | -26.7% | -16.9% |
| YTD | +13.3% | +27.2% | -13.9% | -0.1% |
| 1Y | +29.7% | +26.1% | +3.6% | +14.5% |
| All | +29.7% | +27.1% | +2.6% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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