+18.5%
JBHT vs EXR
-1.5%
+20.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.3% |
| 7D | -1.4% | +6.8% | -8.2% | -3.9% |
| 30D | -3.1% | +19.6% | -22.7% | -9.6% |
| 3M | -19.5% | +8.0% | -27.5% | -22.0% |
| 6M | -9.6% | +17.2% | -26.7% | -15.2% |
| YTD | +13.3% | +27.2% | -13.9% | +3.0% |
| 1Y | +29.7% | +26.1% | +3.6% | +18.2% |
| 3Y | +28.3% | +70.7% | -42.4% | +3.0% |
| 5Y | +18.5% | +1.0% | +17.5% | +11.4% |
| All | +18.5% | -1.5% | +20.0% | +11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling