-4.4%
JBHT vs EXR
+16.8%
-21.2%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | -0.1% |
| 7D | +1.7% | +11.3% | -9.6% | -2.4% |
| 30D | -1.2% | +21.2% | -22.3% | -8.5% |
| 3M | -17.1% | +8.7% | -25.9% | -20.6% |
| 6M | -4.4% | +18.2% | -22.6% | -6.8% |
| All | -4.4% | +16.8% | -21.2% | -6.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling